Catherine Heath, Certified Financial Planner professional

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

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When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

People often ask what it's like to work with your spouse.The truth is, I couldn't ask for a better business partner than...
09/03/2026

People often ask what it's like to work with your spouse.

The truth is, I couldn't ask for a better business partner than Jeremy. His investment knowledge is outstanding, but what impresses me most is his commitment to helping clients understand their options and feel empowered to make informed decisions.

He cares deeply about doing what's right for our clients and is constantly looking for ways to improve outcomes and enhance the client experience.

After all these years, I still appreciate the opportunity to work together and build something meaningful for the families we serve.

Investing in our team helps us better serve our clients.Isabela recently spent time introducing Colin to the planning to...
09/02/2026

Investing in our team helps us better serve our clients.

Isabela recently spent time introducing Colin to the planning tools and illustrations we use to help clients visualize different financial strategies and potential outcomes. These educational resources can make complex topics easier to understand and support more informed decision-making.

A special thank you to Isabela for sharing knowledge and helping our newest team member get off to a strong start.

Small Financial Decisions Make a Big DifferenceFinancial success is rarely the result of one big decision. More often, i...
09/02/2026

Small Financial Decisions Make a Big Difference

Financial success is rarely the result of one big decision. More often, it comes from consistently making wise choices over time.

Examples include: • Increasing retirement contributions when you receive a raise • Maintaining an emergency fund • Reviewing beneficiaries regularly • Keeping investments aligned with your goals

Small actions taken consistently can have a significant impact over the long term.


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Retirement Is More Than a NumberMany people focus on the age they want to retire, but successful retirement planning is ...
09/02/2026

Retirement Is More Than a Number

Many people focus on the age they want to retire, but successful retirement planning is about much more than reaching a specific number.

Questions worth considering: • How much income will you need each month? • When should you begin Social Security? • How will healthcare costs impact your plan? • Are your investments aligned with your retirement timeline?

A well-designed retirement plan can help bring clarity and confidence to the future.


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Retirement Is More Than a NumberMany people focus on the age they want to retire, but successful retirement planning is ...
09/01/2026

Retirement Is More Than a Number

Many people focus on the age they want to retire, but successful retirement planning is about much more than reaching a specific number.

Questions worth considering: • How much income will you need each month? • When should you begin Social Security? • How will healthcare costs impact your plan? • Are your investments aligned with your retirement timeline?

A well-designed retirement plan can help bring clarity and confidence to the future.

09/01/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. We can help you make both goals work together.

✨ Welcome to the team, Colin! ✨We're excited to introduce Colin, our newest Financial Planning Specialist. A recent grad...
08/28/2026

✨ Welcome to the team, Colin! ✨

We're excited to introduce Colin, our newest Financial Planning Specialist. A recent graduate of San José State University, Colin brings enthusiasm, fresh perspectives, and a passion for helping others plan for their financial future.

We're thrilled to have you on board and can't wait to see all you'll accomplish. Welcome to the team!

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/25/2026

Stepping away from your business is one of the biggest moves you’ll make. We can help you build a strategic business transition plan, without leaving legacy or value behind.

Address

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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