Trent Porter (CFP®, CPA, MAcc)
Trent Porter focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Planning, LLC in 2006. Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients' financial futures, enabling them to focus on what's really important in life.
From regular interviews on NPR to guest hosting the “Your Money” show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.
NAPFA Start Date
December 28, 2006
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