John Wimbiscus (BS, CFP®, CKA®, MBA, RLP)

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

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Trinity Financial Advisors, a fee-only financial planning and investment management firm, will help guide you to a sound financial future. Through our team approach and comprehensive planning process, we get a precise view of your entire financial picture. Then, with all the information at hand, we recommend a plan and investment strategy custom-tailored to your needs.

Using a counseling-oriented approach, we begin by understanding your goals and communicating freely and frankly. At our initial meeting, we get to know one another, identify and prioritize issues, analyze them thoroughly and then outline a program that meets your personal objectives. We take the time to build your confidence and trust, answer all of your questions and explain everything in detail.

Trinity’s customized software and comprehensive planning leads to better investment management.

Additional Information

 John began his career as a financial advisor with The AYCO Corporation, the largest provider of executive financial counseling services to Fortune 500 companies. He then served eleven years with Deloitte & Touche, a Big Four public accounting firm where he provided counseling services to corporate executives and other high net worth individuals. Before founding Trinity Financial Advisors, LLC in late 1999, John spent four years at Ronald Blue & Co., a national fee-only financial advisory firm. He earned his Bachelor of Science and M.B.A. degrees in Finance from Northern Illinois University. John is a CERTIFIED FINANCIAL PLANNERTM professional and a NAPFA® Registered Financial Advisor.

NAPFA Start Date

February 06, 2004

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This Office

541 N Fairbanks Ct Ste 1060 Chicago, IL 60611-3352 Phone: (312) 245-1300 Fax: (312) 245-9009