Let the 23 year financial performance expert help you do just that. Trisha Funk is a 23 year veteran in the finance industry. She is a past series 7 investment advisor and insurance agent, has received certified financial planning training. Is currenlty a certified financial education instructor (CFEI), was the previous director of the WBC at Jefferson Economic Development Institute. She’s a college instructor who holds two college degrees and a strategic financial performance expert, author, speaker, licensed tax planner and preparer and the founder of Pennies On Purpose 501(c)3. After spending the first decade of her career as an investment adviser and insurance agent operating Funk Financial and Insurance Services, she transferred her expertise from investment advising to where she felt like a need was being unmet. Transforming her business into one that could serve her clients directly where they are in their individual financial situation. Now focusing her business to working one on one with individuals, families and business owners to create financial security in their lives and beyond. She is passionate about education and is the founder and director of Pennies On Purpose 501(c)3 – Youth Financial Literacy and Entrepreneurial Nonprofit that is dedicated to bringing formal financial literacy education back into our mainstream educational system. Often referred to as the financial psychologist by her clients, she is committed to creating a judgement free environment that allows for open dialog about your money struggles, greatest desires and goals, and then creates the perfect personalized plan to get you there. Her goal is to equip you with the resources and knowledge to make confident financial decisions that positively impact your life and your future.
