Tricia Fahnoe graduated from Northwestern University with a Bachelor of Arts degree in Economics. She continued her education with an MBA from the UCLA Anderson School.  She also has a Master of Science degree in Financial Planning.  Tricia entered the financial industry with a six-month internship at Merrill Lynch, focusing on stock analysis, research and seminar presentation.

Tricia began her career with Mercer Advisors working in client services. She was involved in conducting the Economic Freedom Program®, orchestrating retirement plan analysis, building context around portfolio design and investment management, reviewing insurance, analyzing estate planning situations as well as developing personal financial plans.

Tricia earned her Certified Financial Planning License (CFP®) by completing the certification and testing requirements of the CFP Board of Standards and became a California Life Agent. She also holds the Series 7, 65 and 63 Securities Licenses.