Paul Trinh

Financial Planner at Wharf Financial | Where Responsible Investing Meets Thoughtful Planning

Role: Financial Planner at Wharf Financial
Location: Washington, WA, US
LinkedIn followers: 500 followers

About Paul Trinh

I am a fiduciary financial planner at Wharf Financial in Washington, DC. I began my career in financial services after graduating from the University of Maryland with a degree in economics and a minor in statistics. I’ve always had an affinity towards helping people, taking my tutoring background from my years in school and combining that with my interests in the world of finance and behavioral economics. I like to say that I am extremely detail-oriented, stemming mainly from my work with a supply-chain management firm while I was a student, where I assisted in handling the logistical mire of shipping tons of construction materials overseas. These skills and passions made my first post-college endeavor as an advisor at MassMutual an enjoyable one, specializing in insurance planning and oftentimes sitting with my clients at their kitchen tables. I strove to consult with them at a level that brought the future into the present, and I gave my clients the confidence that they needed. I focused on building relationships first and following through with tactful planning. Talking about finances is not everyone’s favorite discussion, and just the thought alone is often stressful. I look to establish relationships with my clients over time and focus on being a teacher first. I can’t expect people to work with me without getting to know me, and just being able to meet new people every day is why I love what I do. Looking for a new challenge and to become more holistic with my planning as an independent fiduciary, rather than solely representing an insurance company, I joined Wharf Financial at the start of 2020.I was born and raised in Rockville, MD and quickly fell in love with the DC-Metro area and its diversity. I currently reside in DC’s Penn Quarter and I’m an avid sports fan that grew up playing basketball, baseball, and soccer. In my spare time, I love traveling and finding new or hot dining spots here in the area. You’ll also find me perusing the local museums and attending networking events, most notably as the president of a BNI chapter here in the city.

Experience

Financial Planner
Wharf Financial
Jan 2020 — Present · Washington, DC, US
Wharf Financial’s mission is to provide the opportunity, and the motivation, for our clients, neighbors, and all those in the DMV area to invest responsibly and with a purpose—and to feel confident about their retirement planning.800 Maine Ave SW Suite 200 Washington, DC services offered through Commonwealth Financial Network, a Registered Investment Adviser. Review our Terms of Use:

Education

University of Maryland
Bachelor of Science (BS), Economics, Statistics
2014 — 2017

Skills

Spss
Economics
Life Insurance
Trend Analysis
Public Speaking
Teamwork
Communication
Fixed Annuities
Academic Research
Health Insurance
Labor Economics
Stock Trading
Microsoft Office
Sales
Professional Writing
Health Savings Accounts
Microsoft Excel
Powerpoint
Calculus
Options Strategies
Social Media
Data Analysis
Hypothesis Testing
Research
Customer Relations
Statistical Modeling
Portfolio Management
Statistics
Teaching
Time Management
Stata
Academic Writing
Sas Programming
Regression Analysis

Contact information

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Work email
p•••@wharf.financial
Personal email
•••••@•••••.com
Direct dial
+13•••••••78

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Current company

Wharf Financial

Financial Services · 3 employees · Washington, District Of Columbia, United States

Wharf Financial’s mission is to provide the opportunity, and the motivation, for our clients, neighbors, and all those in the DMV area to invest responsibly and with a purpose—and to feel confident about their retirement planning. Our clients are active members of their communities, do good deeds, and make positive contributions to society. They insist that their investment choices reflect those same values. There are many names for it, but values investing is a thoughtful and meaningful approach to investing that provides the opportunity for investors to contribute to, and even influence, positive social and environmental issues, without sacrificing financial returns. Whether investing in companies that provide alternative energy, or those that have positive hiring practices; whether investing in companies working to feed or bring water to the neediest, or those that provide cutting-edge technology to underserved communities, there are unlimited opportunities to invest in companies that are striving to make the world a better place. Advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser. Review our Terms of Use:

wharf.financial

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