Trevor Reece
Founder | Financial Advisor at Waypoint Financial Planning
- Role
- Founder Financial Advisor at Waypoint Financial Planning
- Location
- Marietta, GA, US
- LinkedIn followers
- 500 followers
Experience
Founder Financial Advisor
Mar 2025 — Present · Atlanta, GA, US
Waypoint Financial Planning is an independent, fee-only fiduciary firm committed to putting clients first. Our services include: • Financial planning• Investment management• Retirement planning• Cash flow and budget planning• Charitable giving strategies • Tax planning• Business consulting services• Education planning• Estate planning
Education
The University of Georgia
Bachelor of Science (BS)
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA)
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