Trey Zinsser
Financial Planner Investment Advisor @United Wealth Management, Llc
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WORK HISTORY
Financial Planner Investment Advisor @United Wealth Management, Llc
Charlottesville, VA, US
We too are United Pilots. United Wealth Management is a fee-only, independent Registered Investment Advisor. We specialize in PRAP Management and Financial Life Planning for Pilots at United Airlines. What uniquely qualifies us is that we are also United Pilots.We breathe and live under the same contract and benefits as our clients. From lay-offs to layovers we have lived your life. We’ve been through the worst of times with you, and now helping navigate the better of times.
EDUCATION
The Citadel
Bachelor of Science (B.S.), Electrical Engineering
University of Virginia Darden School of Business
Master of Business Administration (MBA)
SKILLS
ABOUT TREY ZINSSER
I work with United Airlines pilots that are looking for a long term financial planning relationship. Together, we will analyze your current situation, and what it will take to get you from point A to point B, meeting your goals in between. We start by inspecting your financial foundation - cash, debt, risk. Once that\'s solid, we will build your strategy for wealth accumulation, retirement income, and estate planning - prioritizing tax minimization over your lifetime and multiple contingency plans to address not only the ideal scenario, but also guard against potential threats.We are an independent firm, focused on constructing the appropriate strategy for you by providing options and helping you decide what makes the most sense for your situation. Big picture - my goal is to help good people do well in life so they can in turn do more good for the people and causes they care about. The Accredited Wealth Management Advisor, or AWMA® program is designed for advisors who want to better address the unique needs of high net worth clients. The program’s curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning.Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither United Wealth Management, LLC, nor any of its representatives may give legal or tax advice.
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