Andrew Lafontain

| Financial Confidence through Clarity | trident-financial.com

Role
Financial Planner and Managing Partner at Trident Financial
Location
Brookfield, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrew Lafontain

At Trident Financial, our mission is to partner with our clients to help them be good stewards of the gifts they have been given.We believe that people don’t want to just retire, they also want to have a positive impact on their communities and families.We offer a personalized experience that fosters an emotional connection, supported by a process-driven approach that results in a plan clients can actually use.Please visit for important rules and disclosures about how you and I can interact on social media.

Experience

  1. Financial Planner and Managing Partner

    Trident Financial

    Jul 2024 — Present · Brookfield, WI, US

    At Trident Financial, our mission is to partner with our clients to be good stewards of the gifts they have been given.We believe that people don’t want to just retire, they also want to have a positive impact on their communities and families.

Education

  • University of Wisconsin-Milwaukee

    B.S., Accounting

    1996 — 2000

  • University of Wisconsin-Milwaukee - School of Business Administration

    Master's Business Administration

    2009 — 2009

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Andrew Lafontain — Financial Planner and Managing Partner at Trident Financial in Brookfield, WI, US | Unifers