About
After practicing law and public accounting for over 13 years, John Chalk founded Trinity Portfolio Advisors, a firm that offers fee-based financial planning and money management. Trinity Portfolio Advisors’ unique approach to financial planning seeks to align a client’s wealth with their purpose, thereby transforming wealth from a potential burden to the blessing it is intended to be. In addition to fee-based financial planning and asset management, John spends his professional time helping business owners with succession planning.
TOPIC: MANAGING FINANCES
Sponsored by GeniusVets
