The Certified Financial Planner CFP®designation is highly regarded in the personal financial advice industry. It requires extensive training and experience and is a recognized standard of excellence for competent and ethical personal financial planners. www.cfp.net

 

A CPA license is the accounting profession's highest standard of competence, a symbol of achievement and assurance of quality. www.aicpa.org

 

Dimensional Fund Advisors allows select advisory firms, including Trinity Financial Advisors LLC, to provide clients access to their highly regarded family of investment funds. Dimensional has more than $460 billion under management as of December 31, 2016. Its mutual funds are not offered directly to the public, but only to institutional investors and through approved fee-only Registered Investment Advisors. The global firm's directors and executives include Nobel Prize laureates and leading economists such as Myron Scholes, Robert C. Merton, Eugene Fama and Kenneth French.  https://us.dimensional.com/