John Scherer (CFP, ChFC®, CLU)

John Scherer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

John is the Principal and founder of Trinity Financial Planning, LLC. He started his financial services career in 1994 as a life insurance agent and later served as a financial planner at a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning. Desiring to offer fee-only advice for a wide range of clientele, he opened Trinity in September 2001 to provide comprehensive, objective consulting to both the wealthy and those building their wealth.

NAPFA Start Date

August 16, 2017


This Office

6405 Century Ave Ste 104 Middleton, WI 53562-2200 Phone: (608) 829-1010