Meet The Advisors - Trevor Bakir, CFP® Practitioner

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Trevor engages you to determine your goals and create comprehensive plans. He brings his prior experience as a lead senior financial analyst, taking complex financial modeling for corporations, and applies those skills on an individual level. Trevor works with you to design plans with markers along the way to help you achieve your goals.

 

 

The CFP® certification requires completion of seven courses covering risk management, retirement, taxation, estate planning, and investment management. In addition to completing the required studies and examination, CERTIFIED FINANCIAL PLANNER™ Practitioners must have a certain level of experience in the field and stay up-to-date by completing 32 hours of continued education every 2 years.

 

Trevor graduated with a Bachelor of Business Administration in Corporate Finance and a Minor in Accounting from the McCombs School of Business at The University of Texas at Austin. Upon graduating Trevor joined the U.S. Army where he was stationed in Tokyo for three years. After leaving the service Trevor felt compelled to find a way to serve his community. This led to him working as a senior accountant and senior financial analyst at Goodwill Central Texas, one of the largest non-profits in Austin. Trevor enjoys helping people and has brought that spirit with him to TNT. In addition to helping clients he continues to serve. He is currently the treasurer of the United Nations Association - Austin Chapter.

 

Trevor met his wife, Jinjuta, while serving in the Army. They were both stationed in Tokyo where they bonded over their shared love of travel and exploration. They were engaged in Thailand in a traditional Thai ceremony and married in Austin later that same year.

(Trevor and Jinjuta while stationed in Tokyo)

 

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.