Kim Trinh Wicker in

Kim Trinh Wicker

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Financial Coach at CSP Financial Group, LLC
📍 Scottsdale, Arizona, United States

Kim Trinh Wicker is a Financial Coach at CSP Financial Group, guiding families to turn financial stress into strategy. A graduate of Hanover College, she holds Series 65 and insurance licenses and is a candidate for CFP® certification. She specializes in developing sound retirement strategies and educating her clients on financial concepts.

As a first-generation immigrant from Vietnam, her passion for finance was sparked by helping her family navigate business in the U. S. Now a mother to two young boys, she enjoys practicing yoga, tending to her houseplants, and volunteering in her community outside of work.

At age 14, she served as her familys translator, handling everything from catalog orders to real estate contracts.

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Experience
15 Years
Current Role
Financial Coach
Location
Scottsdale, Arizona, United States
Personality Overview

How Kim shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kim cares about

Immigrant Wealth-Building
Fueled by her family's experience as immigrants, she is passionate about providing the financial "playbook" to help others build wealth.
Retirement Strategies
Her firm specializes in creating sound retirement strategies, a core focus of her professional work as a Financial Coach.
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Career

Work history

1-2024
Financial Coach
CSP Financial Group, LLC
2-2022 - 11-2023
Financial Advisor Coach
Matson Money
9-2019 - 2-2022
Event Manager
Matson Money
7-2019 - 9-2019
Marketing Production Specialist
Matson Money
8-2017 - 5-2019
Landmark Forum Registration Manager
Landmark
In the press

Media appearances

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Education
9-2003 - 5-2007
Bachelor of Arts - BA
Hanover College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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