John Chesbrough (BS, CFP®, MS)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

I am John Chesbrough. I am a financial planner and investment manager.  I enjoy working with people who care for others and their community – firefighters, therapists, doctors, nurses and teachers. As you help others, you also must help yourself. That’s where I come in. 

Often I encounter my clients in the midst of a transition - a new job, receipt of an inheritance, preparing for retirement, or sending a child to college.  Ideally, I start working with people before a big transition, but I also know that there is nothing like a tight curve in the road to make you want to grab the wheel a bit tighter.  I help you put all the financial pieces together into a cohesive strategy that matches you, your family, and your values. I help you organize, strategize, simplify. Together, we move forward, and I have your back. 

I am also a husband, father, teacher, and play hound. I love getting out on the trails and slopes of the Pacific Northwest – for a ski, bike, run, or hike. I am also conscious of the impacts of modern life on the world.  I strive to bring the saying, “Think Globally, Act Locally,” into my own life and my work with my clients.

Additional Information

John Chesbrough, CFP(R), is a Bellingham, WA fee-only financial planner. John founded and co-owns Trail Financial Planning LLC in order to provide comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only financial advisor, John is never paid a commission of any kind.  As the owner of an independent business, John can advocate for his clients without the pressures from an umbrella ownership structure.  As a fiduciary, John has a legal obligation to provide unbiased and trustworthy financial advice.  

NAPFA Start Date

August 25, 2017

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This Office

214 N Commercial St Bellingham, WA 98225-4410 Phone: (360) 399-6486