Trevor Belanger, CFP®

In 2009 Trevor earned an education in poor money management, compliments of his previous broker, that he still carries with him to this day. The broker had turned his nest egg into pennies on the dollar; with no signs of recovery. Trevor has become an industry student accumulating knowledge in personal and corporate wealth management. His expertise comes from dissecting strategies and products to ensure long term viability for clients. In 2017 Trevor earned his Certified Financial Planner® designation to serve personal and business clients more thoroughly. Trevor co-founded an Associate General Agency and was duped into the roll of Chief Compliance Officer for 5 years where he assisted a team of 11 agents with case management.  Trevor enjoys culinary experiences, roasting coffee, camping and plays squash regularly (which still needs a lot of coaching) Curious about my designation? Click here