Catherine Heath, Certified Financial Planner professional

Catherine Heath, Certified Financial Planner professional Private Wealth Advisor at Trinity Wealth Advisors

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Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.
06/18/2026

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/16/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

Big milestone over here!We’re in the final stretch of expanding our office—and today furniture is going in 👏Once we fini...
06/04/2026

Big milestone over here!

We’re in the final stretch of expanding our office—and today furniture is going in 👏

Once we finish the last few construction items, the tarp comes down and our new space officially opens. It’s been exciting to watch this come together, and we’re so grateful for the clients, colleagues, friends, and family who have supported us along the way.

We can’t wait to welcome you into the new space soon. Stay tuned… it’s almost time ✨

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

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Folsom, CA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+19163510000

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