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
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
Financial Planner and Managing Partner
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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