Guiding Wealth Residents

 

Tricia Prehle, CCFC, CEP, CPA, EA

Tricia is based in Columbus, New Jersey and meets with clients virtually across the U.S.

Areas of Specialty

I work with women who are experiencing sudden changes in their lives and are managing their finances for the first time, often after divorce or becoming widowed. The women I’ve advised have spanned the range from those in need of wealth management guidance all the way to clients who are housing insecure. I help them come up with a plan and take control of this area of their lives. I have additional expertise in tax and college planning.

Education:

  • MBA, IESE, University of Navarra
  • Bachelor of Business Administration, City University of New York, Baruch College
  • Candidate for CFP® certification upon completion of experience requirements
  • Additional Certifications: Certified College Financial Consultant), Certified Equity Professional, CPA, and soon-to-be EA and Series 65 certified

Background:

I have a wide range of experience and education in financial services, including working as a paraplanner and a tax planner. My corporate career included working in corporate finance, financial planning & analysis departments, equity compensation administration, and financial reporting.

My approach to clients blends that corporate experience with my own experiences as a working mom running a household budget, planning for my children’s college educations, and all the other expenses along the way.

I volunteer with Savvy Ladies, Junior Achievement of New Jersey, and Volunteer Income Tax Assistance (VITA).

Learn more about the Guiding Wealth Residency.