Leanne Trinidad | Financial Representative | FaithLife Financial

Financial Representative

Leanne Trinidad

My family and I took our first step toward financial security with the help of a FaithLife Financial Representative.  As I learned more about FaithLife Financial, I admired their contributions to the communities they serve, their commitment to their members and I remember thinking how nice it must be to work with/for such a generous organization. Now, here I am, proud to be part of the team.

My previous career was in Social Services and Child Welfare. It was very rewarding, and although challenging, my multiple roles in the field helped me learn that my true passion is working with families. It was through work that I experienced the value of helping relationships, the power in planning for families’ futures, and just how beautifully unique every family is. Now, with FaithLife Financial, I have the privilege to work with individuals and families in achieving financial security, whatever that may look like.

As a proud mom and wife to my blessing of a family, my goal is to continuously provide financial guidance to you and yours, so that there is less time spent worrying about future unknowns, and more time spent on the present and presence with family.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within your plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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