At UCU Wealth Management, you’ll experience personalized financial planning and retirement planning, putting U first. Trish Freiwald, CFP®, has worked in the financial services industry for nearly two decades with 13 years as a licensed advisor, all helping to support client goals with proper financial planning. Trish takes a curated approach and great care for each client with dedication to their financial well-being, connecting on what each individual values. And, as a Certified Financial Planner®, she acts in a fiduciary role in advisory relationships.

Her clinical background and work with non-profits over the years has helped shape her ability to listen, understand and empathize with each individual client. She provides an educational approach giving options and strategies that can help people pursue their goals.

Outside of her professional role, Trish enjoys investing in her family – there is no better investment than that! She and her husband, and their beloved pup Noah, share a love for the outdoors and enjoy all there is to do in the amazing state of Maine. You’ll find them snowmobiling and ice-fishing in the winter, swimming and boating in the summer, and of course, hiking all year long. Their favorite spot is at their camp in the Katahdin area, spending time together and with friends and family.

Here are the primary areas that Trish focuses on with her clients:

• Retirement planning: saving for life post-working years
• Financial planning: looking at the whole picture, making decisions to support life goals
• Life event changes in planning: support when it’s needed most, loss of a loved one, etc.
• Rollovers: changes foster change, creating strategies for your hard earned money