Last week on Thoughts On Money [TOM] we discussed my friend Mary and how she had been misguided by her former advisor. The lesson learned was that it’s important to know what you own and why you own it. If something smells fishy about the advice you are getting, then trust your intuition and dig […]
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about the author
Trevor Cummings, CFP®
Trevor is a Private Wealth Advisor focused on building customized financial plans for his and many clients of the team.
As the author of TOM [Thoughts On Money], Trevor endeavors to write and speak about financial concepts and principles in a kind of “straight” talk demeanor and posture.
He received his Bachelor’s degree in Organizational Leadership from Biola University and his MBA from California State University, Fullerton.
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