Trent O'Neal

Chief Executive Officer at

Wayfinding Financial LLC

Finance

Profile

Mr. Trent J.
O'Neal is a Chief Compliance Officer & Partner at Wayfinding Financial LLC.
He is responsible for much of the innovation behind our team’s investment strategy and service-oriented approach.
He is a graduate of the University of Nevada, he has a degree in Finance and Economics.

Trent O'Neal active positions

Companies	Position	Start
Wayfinding Financial LLC Wayfinding Financial LLC Investment ManagersFinance Wayfinding utilizes personalized investment strategies to meet the needs and goals of clients. They provide a consultative process which combine both comprehensive financial planning concepts along with a disciplined investment allocation aligned with planning based individualized client’s risk/return needs. The firm manages diversified portfolios utilizing Exchange Traded Funds (ETFs) and actively managed institutional share class mutual funds to provide a long-term core strategic asset allocation. Wayfinding uses ETFs to appropriately weight sectors, geographies, market-caps, and styles to ensure portfolios accurately reflect opportunity within capital market assumptions over time.	Chief Executive Officer	-

All active positions of Trent O'Neal

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See the detail of Trent O'Neal's experience

Linked companies

Private companies	1
Wayfinding Financial LLC Wayfinding Financial LLC Investment ManagersFinance Wayfinding utilizes personalized investment strategies to meet the needs and goals of clients. They provide a consultative process which combine both comprehensive financial planning concepts along with a disciplined investment allocation aligned with planning based individualized client’s risk/return needs. The firm manages diversified portfolios utilizing Exchange Traded Funds (ETFs) and actively managed institutional share class mutual funds to provide a long-term core strategic asset allocation. Wayfinding uses ETFs to appropriately weight sectors, geographies, market-caps, and styles to ensure portfolios accurately reflect opportunity within capital market assumptions over time.	Finance