John W. Wimbiscus, CFP<sup>&reg;</sup> - Financial Advisor

John W. Wimbiscus, CFP®

Managing Director

TFA Holdings, LLC

2233 Schiller Avenue
Wilmette, IL 60091
(888) 537-1080
+1 More Number
(312) 498-4002
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General

John Wimbiscus is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at TFA Holdings, LLC in Wilmette, IL and the surrounding communities.

Financial Advisor Overview

Prior to becoming a Managing Director at The Mather Group, John founded Trinity Financial Advisors in 2000 to offer fiduciary, fee-only planning to his clients. His focus for over three decades has been to help clients achieve their financial and life goals by integrating and optimizing their tax, financial and estate strategies and becoming their trusted advisor. John began his career in 1984 at The Ayco Corporation as an Analyst before spending eleven years at Deloitte working in their Executive Financial Counseling group. He then moved to Ronald Blue & Co. for four years until founding Trinity Financial Advisors, LLC. John holds a B.S. in Finance and an M.B.A. from Northern Illinois University. He is a NAPFA-Registered Financial Advisor, Registered Life Planner®, and Certified Kingdom Advisor®.

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Financial Advisor Experience

I have been a Fee-Only Financial Advisor since 1984.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - NAPFA-Registered Financial Advisor

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources