James M. Trippon
James M. Trippon
established a prestigious financial planning firm in Houston fifteen years ago, serving hundreds of affluent clients and some of America's wealthiest companies.
Prior to opening his own company, he worked for four years with Price Waterhouse as a senior financial statement auditor for many of America's "Fortune 100" corporations.
was responsible for planning and supervision of financial statements, annual reports and SEC filings for industrial giants including Exxon and Shell Oil
He also served as a senior financial auditor for numerous "Fortune 500" companies, including Tenneco and U.S. Home while working with another of America's big-seven accounting firms.
From 1994-2001 Trippon also served as an investment advisor for First Global Capital Corporation.
unique financial expertise has been widely recognized.
The U.S. Small Business
Administration named him "Small Business Accountant of the Year.
While working with the Texas Society of CPAs, Trippon served as state committee member of the Ethics Committee and the Healthcare Committee.
is a member of the National Association of Securities Dealers
, the American Institute of CPAs
Over the course of his
has become nationally recognized as one of America's top financial advisors for millionaires.
thriving asset management practice, Trippon
has advised hundreds of millionaires on financial planning, portfolio management, retirement management, estate planning and advanced tax strategies.
, a bestselling financial author, is frequently quoted in the press both nationally and internationally and speaks at major investment conferences.
has been featured on CNBC, FOX News
, First Business, Women's World and CBS Market Watch.
Trippon, 43, earned his B.S. in Accounting at the University of Illinois, graduating Magna Cum Laude.
was born and raised in the Chicago area, and currently resides in Houston, Texas with his
wife and two children.