Trina Brown, CFP

Trina Brown is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where she offers professional, comprehensive financial planning services to individuals and small businesses.

Professional Experience

Before joining AFG, Ms. Brown worked in the IT field, with experience in the legal, educational, energy, and health industries as well as international IT market research.

 

After nearly 20 years in the field, Ms. Brown left the IT world to pursue financial planning because she could see that there was an enormous need for sound, practical financial education and advice. She says, “So many people I worked with made good money but had nothing to show for it but car payments and Coach purses.” To that end, she completed the Executive Certificate in Financial Planning at Duquesne University in the spring of 2015 and joined Allegheny Financial Group later that year.

 

She is especially interested in behavioral finance and Sustainable and Responsible Investing (SRI), earning the Chartered SRI Counselor™ (CSRIC™) professional designation. The CSRIC™ designation is the first major financial credential dedicated specifically to sustainable investing. This course was developed by the College for Financial Planning in partnership with US SIF: The Forum for Sustainable and Responsible Investment — a leading voice for advancing sustainable investing across all asset classes in the United States.

Education and Professional Credentials

  • 01

    CFP® Practitioner, Certified Financial Planner Board of Standards
  • 02

    Chartered Sustainable and Responsible Investing Counselor™
  • 03

    Series 7 and 66 Licenses
  • 04

    PA Accident, Health, Life and Fixed Annuities Insurance License
  • 05

    Duquesne University | Executive Certificate in Financial Planning
  • 06

    University of Pittsburgh | Master of Science in Information Systems
  • 07

    Carnegie Mellon University | Master of Arts in Literary and Cultural Theory
  • 08

    Ohio University (Athens, OH) | Master of Arts in English Literature
  • 09

    The College of Wooster (Wooster, OH) | Bachelor of Arts in English

Professional Activities

  • 01

    Board of Directors, Financial Planning Association of Pittsburgh
  • 02

    Member, Financial Therapy Association

Personal

In her spare time, Ms. Brown enjoys gardening, reading, knitting, traveling, and spending time with her family and pets.

Community Involvement

  • 01

    Board of Trustees, Unitarian Universalist Church of the South Hills
  • 02

    Previous Troop Leader, Girl Scouts of Western Pennsylvania

SKB Group

Our practice provides comprehensive financial planning and investment management to individuals, businesses, non-profit organizations and retirement plans. We pay close attention to each client’s unique circumstances and objectives. This focus is essential to providing advice and counsel for the successful implantation of a client’s financial plan. We believe in a strategic approach involving professional management of assets, proven methods of asset allocation and a thorough planning process.

SKB Group
SKB Group Advisors — From left to right: Ralph Boyd, Jr., CFP®; Steve Kutlenios, CFP®, CFA, CCFS®; Eric Matsko, CFP®; Raymond Schutzman, CFP®; Trina Brown, CFP®. Not shown: Valerie E. Swan, CFP®
SKB Group Staff
SKB Group Staff