Trent L. Searle CFP®

Sr. Portfolio Manager, Wealth Advisor

Trent has been teaching and helping others with their finances for more than thirty years. From 1998 until 2008 Trent worked with Physician Wealth Advisors and served in a variety of roles while helping to grow the practice. From 2008 to 2017 Trent worked for other well-established financial planning firms and as a financial wellness trainer and motivational speaker. In early 2017 Trent brought his expertise back to Physician Wealth Advisors as Senior Portfolio Manager working closely with lead advisors in researching and planning for clients.

Trent particularly enjoys the elements of financial planning and analysis that can help families more clearly understand and achieve their financial goals. This often includes investment analysis and retirement projections and recommendations.

Trent is an avid outdoorsman and enjoys skiing, hiking, and spending time with his wife and three children.

CREDENTIALS/LICENSES

  • CERTIFIED FINANCIAL PLANNER® professional​​​​​​​
  • FINRA Series 65 Securities License
  • Life/Health Insurance licenses

EDUCATION

  • Brigham Young University, B.S. Financial Planning & Counseling