Trinity Financial Partners Employee Directory

Q: What is Trinity Financial Partners known for?

Trinity Financial Partners was founded in 2000. Trinity Financial Partners operates in the Financial Services industry.

Q: How many employees does Trinity Financial Partners have currently?

Trinity Financial Partners has approximately 18 employees.

Financial ServicesPennsylvania, United States11-50 Employees

Welcome to Trinity Financial Partners, where we are helping families and businesses multiply, manage and enjoy wealth. We are an Independent financial advisory firm focused on Comprehensive planning to include investment management, retirement planning, education planning, estate planning, insurance planning (life, disability and long term care), and charitable giving.

View our Planning Process Here: http://www.trinityfinancialpartners.com/trinity-planning-process/

Independent
We are not tied to any one company or product; we work for you. Trinity was formed to protect our independence on behalf of our clients. Our fee-based planning process allows us to work with your interests foremost in our mind when making recommendations. We are a fiduciary advisor to our clients. Product implementation is a separate engagement and is a natural next step in our planning process.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Trinity Financial Partners II, LLC. Kestra Investment Services, LLC (Kestra IS), is not affiliate with Trinity Financial Partners, LLC.

This LinkedIn page is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra AS, Trinity Financial Partners and Premier Financial Group may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Investment Services, LLC Compliance Department at 737-443-2582.

FINRA: www.finra.org
SIPC: www.sipc.org

Find Trinity Financial Partners employees' phone numbers or email addresses

Trinity Financial Partners Global Highlights

North America
31

United States Of America
31

Trinity Financial Partners's Leadership

C. G.
Founder Emeritus
Mobile Phone
Email
S. W.
Owner
Mobile Phone
Email
J. F.
Chairman
Mobile Phone
Email
R. A.
Senior Employee Benefits Advisor
Mobile Phone
Email
D. M.
Administrative Assistant
Mobile Phone
Email
M. Y.
Insurance Agent
Mobile Phone
Email
M. M.
Financial Associate
Mobile Phone
Email
M. C.
Sales Account Executive
Mobile Phone
Email

Contact profiles from Trinity Financial Partners

Name

Title

Contact Info

Location

Last Update

S. W.
Owner
Mobile Phone
Email
United StatesTexas
Sep 09, 2025
C. G.
Founder Emeritus
Mobile Phone
Email
United StatesPennsylvania
Nov 17, 2025
J. F.
Chairman
Mobile Phone
Email
Jun 05, 2025
R. A.
Senior Employee Benefits Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
D. M.
Administrative Assistant
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
M. Y.
Insurance Agent
Mobile Phone
Email
Oct 22, 2024
M. M.
Financial Associate
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. C.
Sales Account Executive
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
C. B.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. G.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Trinity Financial Partners known for?

Trinity Financial Partners was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 1189 Lancaster Avenue, Suite 101; you can contact the main corporate office by phone at

+1-610-687-****

. Explore Trinity Financial Partners's company overview page for more information.

What is Trinity Financial Partners's most common email format?

Trinity Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trinity Financial Partners email formats with LeadIQ.

How many employees does Trinity Financial Partners have currently?

Trinity Financial Partners has approximately 18 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Trinity Financial Partners's key employees and leadership?

As of December 2025, Trinity Financial Partners's key employees include:

Founder Emeritus: C. G.
Owner: S. W.
Chairman: J. F.
Senior Employee Benefits Advisor: R. A.
Administrative Assistant: D. M.

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