Trent Porter's Location
Denver, CO, US
Trent Porter's Work
- Wealth Manager @ Priority Financial Planning
- CCO, CFP and Director of Business Development @ Veritat Advisors
- CFP and CPA @ J. F. Williams Co. Inc.
- Founder, CFP and CPA @ Priority Financial Planning, LLC
Trent Porter's Education
- Colorado State University
Bachelor of Business Administration (International Business, Management)
- Colorado State University
Masters (Accounting, Consulting Concentration)
- Florida State University
CFP certificate (Financial Planning)
Trent Porter's Skills
- Wealth Management
- Portfolio Management
- Microsoft Excel
- Small Business
- Strategic Financial Planning
- Investments
- Asset Managment
- Investment Advisory
- Retirement Planning
- Strategic Planning
Trent Porter's Summary
Trent Porter, based in Denver, CO, US, is currently a Wealth Manager at Priority Financial Partners, bringing experience from previous roles at Veritat Advisors, J. F. Williams Co. Inc. and Priority Financial Planning, LLC. Trent Porter holds a Bachelor of Business Administration in International Business, Management @ Colorado State University. With a robust skill set that includes Wealth Management, Portfolio Management, Microsoft Excel, Small Business, Strategic Financial Planning and more, Trent Porter contributes valuable insights to the industry. Trent Porter has 2 emails on RocketReach.
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