Brooke Trinh
PhD, CFP®
trueNorth Wealth Advisors
Financial Planner, Partner
Brooke Trinh
PhD, CFP®
trueNorth Wealth Advisors
Financial Planner, Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brooke Trinh, PhD, CFP®
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Brooke Trinh is a Seattle, WA fee-only financial planner. trueNorth Wealth Advisors provides comprehensive and objective financial planning and investment management to help individuals in the wealth accumulations stage, near-retirees and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brooke Trinh is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
After deciding to change careers from molecular biology to finance, Brooke Trinh joined trueNorth in 2013 as a Client Service Manager. As she transitioned into financial planning, she earned her CFP designation and became a partner in 2019. Brooke focuses on developing financial life plans that help clients live their lives with clarity and intention. As a partner, Brooke also supports various operational functions.
Brooke Trinh is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Welcome to trueNorth. Our goal is to be your financial partner, and to help you align your financial decisions and resources with your values and the life goals that are most important to you – your personal trueNorth.
We’re a good fit for people who are serious about developing a comprehensive financial plan, and who desire professional management of their investment portfolio.
Fee-Only
We are a fee-only firm -- that’s fundamental. We don’t think it makes sense for someone to trust their financial decisions with an advisor who is subject to the conflicts of interest that commissions or referral fees can generate.
Financial Planning
We have developed a financial planning process that is collaborative, detailed, and systematic. People commonly come to us feeling tremendous uncertainty about their financial future; by the time they’ve worked with us through the financial planning process, they have a better understanding of exactly what needs to be done and more importantly, understand why.
Investment Management
As investment advisors, we take on the management of our clients’ nest eggs. Our portfolio management process is as disciplined as our planning process, and provides the same benefits: peace of mind, clarity in the face of uncertainty, and a strategy designed to get each client where they, in particular, want to go.
Certified Financial Planner™Professionals
As a team of Certified Financial Planner™ professionals, we’re strongly positioned to extend the benefits of a team approach as well as the independence and objectivity of an advisor-owned firm.
We are located in the heart of downtown Seattle and work primarily with clients in Washington State.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brooke Trinh is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brooke Trinh is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brooke Trinh is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Brooke Trinh is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
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trueNorth Wealth Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Brooke Trinh
Office Locations:
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1200 5th Ave
Suite 1810
Seattle, WA 98101 -
271 Madison Ave. S
Suite 201
Bainbridge Island, WA 98110
