Trinity FAIS offers relationship-based service for high-net worth individuals, small business
owners, families, single adults, and retirees looking to grow their wealth and protect their
income and assets. With Louie Berrodin, you’ll receive an
integrated level of support with products backed by solid financial institutions that offer
all the digital tools you need to access and manage your investments. Louie uses specialized
strategies to help guide his clients through possible outcomes and risk with absolute
If you have never worked with a financial planner before, perhaps you have some reservations.
Many people are uncomfortable sharing their financial status, fearing they don’t earn enough
money, haven’t saved enough, or lack insurance and investment knowledge.
No two financial journeys are alike but getting on the right path to financial wellness
starts with you.
That’s perfectly normal. And it’s absolutely okay. There are lots of stresses in life but
seeking help from a financial planner should not be one of them. In fact, talking with the
right financial planner should ease your mind and leave you feeling hopeful and excited
about your future.
Let’s start a simple conversation with no pressure. Together, we can figure out where you
are now and how to make your financial goals a reality.