Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA

Jobs

Jobs

TrailFP is not currently hiring (as of 5-15-2024)

Filled Positions

Financial Paraplanner – support for TrailFP planning process. Casey hired in 2024.

Client Service Associate – Administrative and operations, client facing. Kim was promoted in 2022.

Administrative Assistant – back office administrative functions, not client-facing. Kim was hired in 2021.