Trisa Summers's Location
Phoenix, AZ, US
Trisa Summers's Work
- CEO @ TCI Wealth Advisors
- Partner and Advisor @ TCI Wealth Advisors
- President @ TCI Wealth Advisors
- Chief Compliance Officer @ AQN Advisors, Inc.
Trisa Summers's Education
- California State University-Sacramento
B.A. (Education)
- University of Southern California
Trisa Summers's Skills
- Estate Planning
- Financial Advisory
- Technology Management
- Public Speaking
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Strategic Planning
- Investment Advisory
Trisa Summers's Summary
Trisa Summers, based in Phoenix, AZ, US, is currently a CEO at TCI Wealth Advisors, Inc., bringing experience from previous roles at TCI Wealth Advisors, Inc. and AQN Advisors, Inc.. Trisa Summers holds a B.A. in Education @ California State University-Sacramento. With a robust skill set that includes Estate Planning, Financial Advisory, Technology Management, Public Speaking, Retirement Planning and more, Trisa Summers contributes valuable insights to the industry.
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