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Tricia Kollath
Designation: CFP®, CSLP®
Languages: English
Inspired Financial Planners, LLC is virtual, fee-only, and fiduciary financial planning firm serving young professionals and retirees.

Business Information

Inspired Financial Planners is a virtual, fee-only financial planning firm in Ocean Springs, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees.
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 also a Certified Financial Planner™ practitioner, a Certified Student Loan Professional®, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young professionals manage their college debt loads while advancing 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 toddler daughter. They also welcomed their second daughter to the world in 2019.

Business name: Inspired Financial Planners, LLC
Email: tkollath@inspiredfin.com
Business phone: +12282008750
Focus areas: financial planning for young professionals
License: CRD# 5512242; CFP# 282942
Other license: financial planning for young professionals

Disclaimer

Unavailable

Address

9211 Point Aux Chenes Rd
City: Ocean Springs
State: MS
Zipcode: 39564

Links

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