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

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This Office

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