My name is Theresa Trinidad. She/her (what's this?)

Like you, I'm multi-dimensional. It’s not one single role that defines who I am but the culmination of them all.

I'm a wife, a mom, a friend, an advocate, and a financial advisor.

I believe that financial decisions are some of the most important ones we make in life, and I’m passionate about helping people navigate them with clarity and confidence. I also put my values into action—I’ve spent years advocating for LGBTQ rights and women’s equality, volunteering with both local and national organizations.

Before joining Planning For Good, I was a financial advisor at Merrill Lynch Wealth Management. I also have an entrepreneurial streak, having co-owned a pickleball company that sold equipment and managed leagues across the Seattle area. Prior to that, I was the COO/CFO of a small women-owned business, bringing over a decade of finance and operational expertise to my work.

Seattle has always been my home, and my wife and I are raising our family here. Whether traveling, meeting up with friends, watching women’s sports, or playing pickleball and softball, I love experiencing all the beauty the Pacific Northwest has to offer.

Our team and I look forward to the opportunity to serve you.

Education & Designations

I'm a proud graduate of the University of Washington - Foster School of Business. 

Advisor Licensing, Compensation & ADV

Planning for Good offers planning services and wealth management, as well as investment and insurance products from various vendors. As such, I can be compensated in the form of set fees and/or sales commissions, depending on the services you choose. 

I hold the following licenses:

• Series 7 General Securities Registered Representative, broker
• Series 66 - Combined securities agent and Investment Advisor Representative
• Life & Health Insurance

These licenses are held in my resident state of Washington, as well as several other states, and additional states can be added to accommodate clients throughout the United States.

These licenses require that I be held to the fiduciary standard of care, that is, to provide advice and recommendations that are in the best interest of my clients. 

For a copy of my SEC Form ADV-Pt.2, please click here. The ADV form is a brochure required by the U.S. Securities and Exchange Commission to provide information such as: an adviser's education, work history, conflicts of interest and disciplinary information, if any.