Trisha Qualy
Certified Financial Plannertm @Financially Fluent Advisors
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WORK HISTORY
Certified Financial Plannertm @Financially Fluent Advisors
Minneapolis, MN, US
Securities and advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
EDUCATION
University of St. Thomas
Executive Education, Certificate in Financial Planning
University of Minnesota
Bachelor's Degree, Spanish Studies & Management
SKILLS
ABOUT TRISHA QUALY
Affiliated Advisors is a leading national advisor network. Our mission is to help independent advisors build the practices of their dreams. Our firm attracts successful entrepreneurs - high achievers with high expectations. We meet those expectations by providing exceptional resources and support. As Managing Partner of Affiliated Advisors, I lead our firm\'s practice management initiatives. I am passionate about helping advisors grow and improve their businesses. Incorporating technology, marketing, and strategic planning into advisors’ practices are some of my focuses. I also look for other financial professionals that align with the culture of our firm and are interested in joining our network.As a CERTIFIED FINANCIAL PLANNER™, I work with a select group of personal clients. My clients are individuals and families who are looking for a guide - they are lifelong learners who want to be a part of the planning process. By providing education, tools, and resources, I help my clients further their control of their financial lives.For important disclosures please see and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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