Patricia Ann Trinity - Personal Finance Guardian

Hi, I'm Patricia Ann Trinity!

Your Personal Finance Guardian & Investment Management.

About

I'm Patricia (ChFC®) a registered Fiduciary Financial Advisor.

I help individuals build diverse passive income investment portfolios that generate consistent profits and enable efficient wealth accumulation for a comfortable retirement. In a world filled with financial data, I provide direction by offering personalized guidance based on your goals, risk tolerance, and circumstances. I believe financial literacy is essential and aim to empower you to make informed decisions. My mission is to guide you through the complexities of investing, helping you avoid mistakes and achieve the financial future you deserve.

I take a personalized approach, beginning with a deep understanding of your unique goals to design strategies that fit you perfectly. Financial literacy is key, and I’m here to empower you to make meaningful decisions. Driven by a passion for smart investing, I believe in its transformative impact and the freedom that comes with financial security. Together, we can build the future you deserve.

Algorithmic Model Trading System (AMTS): A Structured Wealth Management Strategy

The system continuously adapts to market conditions using real-time data across equities, fixed income, alternatives, and digital assets, ensuring robust risk management and steady returns regardless of market volatility.

Real-Time Trade Replication: Clients maintain full control of their brokerage accounts while automatically mirroring the advisor’s trades, enabling instant, accurate execution and efficient portfolio management.

Emotional Discipline: The system incorporates behavioral safeguards to prevent trend-chasing and impulsive decisions, focusing instead on fundamental strategies and client-specific risk profiles.

Personalized Restructuring: AMTS begins with a thorough client assessment, then restructures portfolios to align with individual goals, liquidity needs, and tax considerations.

Automated and Customized: Clients benefit from automated strategies that are easy to follow, with trades executed in real time while funds remain securely in their own accounts.

Client-Centric Approach: The system is designed to truly understand each client’s unique needs, delivering tailored solutions that foster confidence and long-term financial success.

Discover more about me

Envision your investments growing into something far beyond profit—truly transformative. With 21 years of expertise, I'll work with you to build a well-rounded passive income portfolio, driving consistent returns and setting you up for a secure retirement. In the vast world of financial data, I offer clear guidance, skillfully managing the complexities of investment decisions.

SRO Registrations

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Resume

Skills and Achievements Snapshot

Sumary

Patricia Ann Trinity

Financial Advisor @ Patricia Ann Trinity Consulting | Dedicated to Your Success and Well-Being.

2423 E Lincoln Dr Phoenix, AZ 85016-1215

patricia@patriciatrinity.com

State Securities Law Exam

Series 63 - Uniform Securities Agent State Law Examination

Sep 5, 2003

General Industry/Products Exam

SIE - Securities Industry Essentials Examination

Oct 1, 2018

Series 7 - General Securities Representative Examination

May 3, 2003

Principal/Supervisory Exam

Series 9 - General Securities Sales Supervisor - Options Module Examination

Jan 18, 2017

Work Experince

CHARLES SCHWAB & CO., INC. (CRD#:5393)

2003 - 2024 (21 years)

Services

We ensure steady wealth growth, empowering you to pursue your dreams confidently. With tailored strategies, families secure their futures, building strong investment portfolios and retirement plans

Wealth Accumulation

Comprehensive financial services including personalized investment strategies for growth and profit, strategic retirement planning for a comfortable future, and tailored education savings plans to secure your children's future.

Retirement Planning

Retirement account management for growth and tax efficiency, Social Security optimization, and pension benefits analysis to maximize your retirement income.

Risk Management

Insurance planning for asset protection, diversification strategies to reduce risk, and market risk assessment to manage portfolio volatility.

Financial Literacy and Empowerment

Educational workshops, personalized coaching, and a resource library to enhance your financial knowledge and decision-making.

Testimonials

Words from Satisfied Clients

After my husband’s sudden passing, predatory advisors targeted my $1.2M life insurance payout. Patricia’s forensic financial review uncovered $28,500 in hidden fees from previous ‘helpers.’ Her feminist wealth framework taught me to analyze prospectuses through a gender-lens investing prism. We allocated 30% to women-led renewable energy funds now outperforming the S&P 500 by 6.2% annually. Pat stands as the sole individual who truly understood my needs, and I wholeheartedly regard her as a blessing to everyone she has assisted in enhancing their lives. May she be blessed.

Paul L. Weber

Great job Pat! I have been in the market for more than 4 years before I realized I was just dumb to hold. Patricia calls ‘scarcity hypervigilance’—hoarding cash while neglecting growth opportunities. When everything started to tank, I lost more than $47,800.. Managing money is different from accumulating wealth. We converted $80,000 in stagnant savings into a dividend snowball strategy that now generates $1,100/month in passive income, funding therapy for my sibling. Even while I still have responsibility for my decisions, I now consider myself to be a better investor because I am more aware of the potential pitfalls. Many thanks, Patricia.

Wayne T. Guevara

We nearly lost $450,000 to a ‘black box’ quant fund in 2023. Patricia’s interpretable ensemble models provide Glassbox reports showing exactly why trades execute. Her system combines gradient-boosted trees for macro trends with counterfactual explanations for individual positions. We sleep soundly knowing 89% of holdings pass ESG stress tests, and our grandchildren’s trust fund grew 22% last quarter through ethically sourced arbitrage.

Robert S. Wilkins

Patricia's proactive approach to wealth management is impressive. From day one, she's focused on optimizing our finances, with clear explanations and regular reviews. If you want your money to work harder, give her a call!.

Eugene A. Gagnon

I am immensely grateful to have stumbled upon this opportunity at this particular juncture. Prior to now, following the crowd emotionally was trend, after losing 62% of my retirement portfolio during the 2022 volatility spikes, I thought I would never recover. Presently, I'm maintaining diversification through the use of Pat's algorithmic trading system. simply by copying her trades automatically and replicating them in my own brokerage accounts in real time while my funds stay right in my account. Additionally, I secured approval for a $60,000 small business grant for my furniture business, leading to a noteworthy gain of over $220,000 (23%) in the past four months. She stands as the sole individual who truly understood my needs, and I wholeheartedly regard her as a blessing to everyone she has assisted. May she be blessed!.

Gabriel H. Gonzalez

I found her company via a smart advisor tool recommended by a colleague which could easily match one with top fiduciaries in the country according to your specific objective need you wish to achieve, turns out I could work with her long distance. Her consistency and smart diversification skills were the clinchers. She is the only one that got it right with me. We moved to cash during the big January sell off after fed policy began in late 2021 then moved to fixed income and trading digital assets. I've been doing well with a 15% monthly ROI which I manage to pull decent returns from no matter the market condition simply by copying their trades and replicating them in my own brokerage accounts. She restructured my portfolio.

Leo S. Johnson

Contact Us

Let's Work Together

Address

2423 E Lincoln Dr Phoenix, AZ 85016-1215

Email Us

patricia@patriciatrinity.com

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