Trevor York, CFP®, RICP®
Wealth Advisor and CCO | firstname.lastname@example.org
Trevor is a Wealth Advisor and Chief Compliance Officer at Equilibrium Wealth Advisors.
Trevor plays two important roles in our firm. As a Wealth Advisor, he implements the financial plans built for our clients. He is especially adept at tax, investment and retirement planning. Our clients benefit greatly from his affinity to dive into the weeds of any complex planning question or portfolio review.
The other role Trevor plays is that of the firm’s Chief Compliance Officer. To support this role, he has invested in building a strong knowledge base by earning several designations and licenses: he is a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional (RICP®). He completed the Executive Certificate in Financial Planning from Duquesne University and he holds the Series 66 license as well as the Life, Accident and Health license in the state of Pennsylvania.
With his wife Abby and sons Ezra and Rafe, Trevor and his family live in Beaver Falls. He is an active member of his church and in his free time, he enjoys reading, playing basketball, working out and hanging out with friends and family. Trevor graduated from Geneva College where he played collegiate basketball.
Trevor is from Indiana (the state). He is the resident expert on any financial planning topic that requires hours of detailed research. He is waiting patiently for his first interaction with a client where his height isn’t the first thing mentioned.