Trent Porter
- Role
- Wealth Manager at Priority Financial Partners
- Location
- Durango, CO, US
- LinkedIn followers
- 500 followers
About Trent Porter
Certified Financial Planner, CPA and certified life coach.
Experience
Wealth Manager
Oct 2012 — Present · CO, US
At Priority Financial Partners, we work with clients in Durango, Denver, Boulder and across the country to offer a paradigm shift from traditional advisors, driven by opaque commissions and outdated schemes, to a forward-thinking approach that puts their interests first. We help clients avoid being exploited by large financial institutions, which gamble with their future and push high-fee products. In an ever-changing financial world, we provide our clients with a trusted alternative that covers all aspects of their financial lives, enabling them to achieve their goals and focus on what’s really important in life.
Education
Colorado State University
Masters
Colorado State University
Bachelor of Business Administration
Florida State University
CFP certificate
Skills
- Retirement Planning
- Investments
- Portfolio Management
- Tax
- Small Business
- Strategic Financial Planning
- Asset Managment
- Wealth Management
- Investment Advisory
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