Trudy R. Turner, CFP<sup>&reg;</sup> - Financial Advisor

Trudy R. Turner, CFP®

CPA/PFS, CPWA®

VP, Senior Wealth Manager

Goldman Sachs Personal Financial Management

5810 Tennyson Parkway, Suite 200
Plano, TX 75024
FINANCIAL ADVISOR'S WEBSITE
(972) 441-8064 CONNECT WITH Trudy
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General

Trudy Turner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Goldman Sachs Personal Financial Management in Plano, TX and the surrounding communities.

Financial Advisor Overview

Comprehensive financial planning, reviewing all aspects of a client's financial life management, including cash flow, investments, risk management, taxes, estate planning, education and retirement funding

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Financial Advisor Experience

Since 2000, I have served as a financial planning and wealth management professional in the Dallas/Fort Worth area. As a finance and tax-trained Certified Public Accountant, I hold the financial planning designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist (PFS). My prior experience also includes tax consulting in public accounting and as an insurance underwriter.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - Certified Private Wealth Advisor (CPWA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes, Women's Finances

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