Charlie Mann is the President and Senior Wealth Advisor of Trinity Wealth Management. He is both a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and CHARTERED RETIREMENT PLANNING COUNSELOR™ designee (CRPC®). Using his unique process of simple and timeless financial principles, Charlie can help you build a wealth foundation and maintain financial peace of mind.
Throughout our introductory process, you will learn how your dreams can become a reality and what changes would give you the best probable outcome.
By determining what money means to you, we can help build a plan that matches your dreams.
Become financially free and live the life you want free of stress.