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Trenton (Trent) Adams

Financial Planner

CFP®

Biography

As a Financial Advisor with MassMutual Greater Pacific, Trent’s practice is based off of a client-centric approach.  Trent is an advocate for financial security of individuals and families and believes that anyone can achieve their financial dreams by clearly defining their personal investment goals, risk tolerance, and time horizon.  The core components surrounding his business philosophy include honesty, trust and dedication. Trent’s top priority is reaching a client-advisor relationship that consists of openness, trust, and mutual understanding at all times.  He is dedicated to diversifying clients’ investment portfolio, building their wealth, and keeping them focused on long term goals.

As a Financial Advisor with MassMutual Greater Pacific, Trent’s practice is based off of a client-centric approach.  Trent is an advocate for financial security of individuals and families and believes that anyone can achieve their financial dreams by clearly defining their personal investment goals, risk tolerance, and time horizon.  The core components surrounding his business philosophy include honesty, trust and dedication. Trent’s top priority is reaching a client-advisor relationship that consists of openness, trust, and mutual understanding at all times.  He is dedicated to diversifying clients’ investment portfolio, building their wealth, and keeping them focused on long term goals.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • College Funding Strategies
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education

Languages

  • English

Fortuna - A digital investment platform & a dedicated financial advisor

CRN201712-180567

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