Jeremy Trybula, CPFA®

Jeremy Trybula, CPFA®

Financial Advisor

As a Financial Advisor, Jeremy assists with 401K plan enrollments and provides participant education on general investment strategies and objectives of investment options available in the plan. He maintains FINRA Series 7 and 63 registrations with LPL Financial and FINRA Series 65 registration with Diversified Financial Advisors,, LLC.

The Certified Plan Fiduciary Adviser (CPFA) credential, developed by some of the nation’s leading advisers and retirement plan experts, demonstrates Jeremy's knowledge, expertise and commitment to working with retirement plans. The CPFA credential also affirms Jeremy’s expertise required to act as a plan fiduciary and assist plan fiduciaries in managing their roles and responsibilities.