Tricia Killath
Tricia Kollath
Designation: CFP®, CPA, CSLP®
Languages: English
Inspired Financial Planners, LLC is a fee-only financial planning firm in Gulfport, MS serving clients across the nation. We offer comprehensive financial planning services and investment management.

Business Information

Inspired Financial Planners is a virtual, fee-only comprehensive financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth.

Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping families advance toward financial independence and meeting their life goals.

On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.”

Business name: Inspired Financial Planners, LLC
Email: tkollath@inspiredfin.com
Business phone: 228-200-8750
Focus areas: Student loans, Comprehensive financial planning, Investment management, Retirement planning
License: FINRA CRD: 5512242
Other license: CFP# 282942

Disclaimer

Inspired Financial Planners, LLC (“IFP”) is a registered investment advisor offering advisory services in the States of Mississippi, North Carolina, and Louisiana and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Address

P.O. Box 3311
City: Gulfport
State: MS
Zipcode: 39505

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