Trendline Financial Solutions

Specialties

We are a Financial Planning firm specializing in the middle class person and Life Changning events — divorce, new baby, etc. Most middle class people have nowhere to turn to get their questions answered. They don’t need a full financial plan but still need advice.

We are here to help.

Our My Financial Planner ²⁴⁄₇ program was set up for middle class people to get their questions answered without costing a fortune.

Visit our Website

www. TrendlineFinancial Solu​tions​.com

History

Established in 2009.

Peter Owen spent over 30 years in the Financial Services business representing Bankers Trust and JPMorgan Chase Bank as Trustee of large corporate Pension and 401k plans. He retired in 2009 and started Trendline to assist middle class families with their financial lives.

Meet the Business Owner

Peter O.

Business Owner

Peter B. Owen, ChFC, CLU, FLMI, CRSP, CISP

Peter has been in the Financial Services industry for over 30 years. For the past 21 years, Peter represented Bankers Trust Company and then JPMorgan Chase Bank as Trustee of Fortune 500 corporate pension and 401k plans. Such position included major exposure to or responsibility for Plan Design, Trust Investments, Performance Measurement, Securities Lending, Security Custody and Administration for these Plans.

His Professional Designations, noted by the Initials after his name, include:

Chartered Financial Consultant (Financial Planning) — American College

Chartered Life Underwriter (Insurance Planning) — American College

Fellow Life Management Institute (Insurance Planning) — Life Office Management Association

Certified Retirement Services Specialist (Retirement Planning) — American Bankers Association

Certified IRA Services Specialist (IRAs) — American Bankers Association

.