Meet Our Financial Advisors | Trident Wealth Planning, WA

Meet the Team

Your Responsive Financial Team

Meet the financial professionals at Trident Wealth Planning. Our financial advisors and professionals share ideas, review strategies together, and work alongside our communicative support team, giving you multiple perspectives and continuity from people who stay connected to your life, your plan, and the retirement you are working toward or enjoying.

Advisors

Emmy Bahr, CSSCS, CRC®

Emmy Bahr, CSSCS, CRC®

Co-Founder & Financial Advisor

emily.bahr@ceterainvestors.com

Patrick Rossi, RICP®, CSSCS, CRC®

Patrick Rossi, RICP®, CSSCS, CRC®

Co-Founder & Financial Advisor

patrick.rossi@ceterainvestors.com

Administration

Natalie Campbell

Natalie Campbell

Client Services Representative

natalie.campbell@ceterais.com

Yukie Seeman

Yukie Seeman

Branch Administrator

Branch and Home Office Support

Robert Van Allen, CIMA®, CAIA®

Robert Van Allen, CIMA®, CAIA®

Branch Manager

robert.vanallen@ceterais.com

Find Out If Trident Wealth Planning Is A Fit For You

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See How We Turn Your Priorities Into A Plan

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