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

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

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