Financial Advisor
Trenton@PlanWithRFG.com
Phone: 513-275-6488
Fax: 513-624-3124
Schedule Meeting
My Compliance Disclosure
If you could meet anyone, past or present, who would it be?
Brian O’Driscoll, a legendary Irish Rugby Player that played the outside center position #13, arguably the best rugby player ever. Very humble man and active in the Irish community and rugby development.
What is your perfect day?
Spend the day on the beach with my wife and daughter and follow it up with a quick pool side soak, finish with a nice big family dinner.
Why financial advising?
It is very rewarding to goal plan with each family and get them where they need to be in life. Whether it is simple retirement planning or a compressive plan. Most clients talk with us when important things happen in their lives so for them to have the confidence in me to share what might be very hard to share to a stranger and then have them hit those goals is the best feeling.
Furthering his knowledge with The Rosselot Financial Group is a dream come true to Trenton. Not many are quite as lucky to land a job or internship right after graduation. His reasoning for wanting to specifically study in financial planning is that growing up he knew his parents didn’t have any idea what they were going to do upon retirement. They continued to have the little things continue to sneak up on them. So, as life went by, he decided he wanted to help families be the best they could be financially and not have to worry about the little things.
Trenton holds the Life, Accident, and Health insurance licenses, along with his Securities Industry Essentials® (SIE®), Series 7, and Series 66 securities registrations.
Check the background of this investment professional on FINRA’s BrokerCheck.