Kelly Noelle Catania
Investment adviser representative at Trinity Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$399.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Trinity Wealth Management, LLCMay 2017 to now
- Temple UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Trinity Wealth Management, LLC
$399.2MAssets managed
240Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6978379
- Firm CRD
- 169216