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Paladin Research Report For:

Jim Lepp

Trinity Financial Planning

1530 Habersham Place
Cumming, GA 30041
404-434-2904

About Jim Lepp

There are three elements to Financial health - Having a Plan, Managing your Money, and Protecting what you have! Bringing all the pieces of your financial life together is challenging. From budgeting, to planning for retirement, to managing your taxes and your insurance coverage, personal finance never means just one thing and is unique to you. Financial health is about much more than a collection of investments, policies, or a dated plan.

See Disclosures

General Information

Firm Start Year
  • 2019
No. of Employees
  • 1

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Business Logistics and Transportation Management
  • Ohio State University
    1978 -1984
CFP Certificate - Personal Financial Planning
  • Oglethorpe University
    2011 -2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890429/paladinregistry-Trinity-Financial-Planning-detailed-disclosure.html

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Trinity Financial Planning and Cambridge Investment Research, Inc. are not affiliated companies.

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