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Mini john wimbiscus
Trinity Financial Advisors, LLC
Chicago, IL

John Wimbiscus

CFP®, FPA, MBA
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Meet John

John began his career as a financial analyst with The AYCO Corporation, the largest provider of executive financial counseling services to Fortune 500 companies. He then served eleven years with Deloitte and Touche, a Big Four public accounting firm where he provided counseling services to corporate executives and other high net worth individuals. Before founding Trinity Financial Advisors, LLC in late 1999, John spent four years at Ronald Blue &…

John began his career as a financial analyst with The AYCO Corporation, the largest provider of executive financial counseling services to Fortune 500 companies. He then served eleven years with Deloitte and Touche, a Big Four public accounting firm where he provided counseling services to corporate executives and other high net worth individuals. Before founding Trinity Financial Advisors, LLC in late 1999, John spent four years at Ronald Blue & Co., a national fee-only financial advisory firm. John is a CERTIFIED FINANCIAL PLANNER™ professional and a NAPFA® Registered Financial Advisor. He is also a member of various industry organizations, such as NAPFA, AICPA, FPA, and IMCA.


Services offered

Investment Management
Financial Planning
Tax Planning
Estate Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Families

Fee structure

Based on % of assets
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
AICPA - American Institute of Certified Public Accountants

Education

Bachelors
MBA
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