Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
7yrs
Paul Trinh
Full name on record: Paul Christopher Trinh
Financial advisor at Commonwealth Financial Network
Paul Trinh has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Washington, District of Columbia. Paul joined Commonwealth Financial Network in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Commonwealth Financial Network reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office639 Water Street SW, Washington, DC 20024
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowCommonwealth Financial NetworkCurrent firm
Contact Paul
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Paul. 639 Water Street SWWashington, DC 20024Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Paul
Tailored to Paul’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Paul
How do I contact Paul?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Paul Trinh. Paul works from the Washington, DC office.
How long has Paul been a financial advisor?
Paul has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Paul hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paul paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Paul for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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