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My Background
TRIPP STARLING, RICP®, CPFA®, ChSNC®
Financial Advisor
Delivering financial advice and counsel to my clients is an honor and my passion. It's also a responsibility that I take very seriously. I'm able to do this through careful listening and a skilled discovery process that puts the client at the center of our relationship. While drawing on the vast resources of LPL Financial, I'm able to utilize investments as more than appreciable assets, but as tools to help clients pursue their goals and live a meaningful life. When investments are viewed in this way, generations can be positively impacted and the world left a better place. Helping clients achieve these great outcomes is our number one priority.
I have over 25 years of investment experience and have guided investors through multiple market cycles. I began my career in 1999 with Legg Mason Wood Walker, Inc. in Morehead City, NC. I've recently moved my practice to my hometown of Greensboro, NC with LPL Financial.
In 2022, I completed the Retirement Income Certified Professional® designation with the American College of Financial Services. The RICP® designation signifies a financial advisor has advanced education and specialized knowledge in retirement income planning and is committed to professional and ethical best practices. I have also earned the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors, reflecting my commitment to managing retirement plans with the highest level of expertise and integrity.
Most recently, I earned the Chartered Special Needs Consultant (ChSNC®) designation from The American College of Financial Services. This designation equips me with the advanced skills and knowledge necessary to provide specialized financial planning for individuals with special needs, their families, and caregivers. This includes navigating government benefits, tax planning, SSI, education, employment, special needs trusts, life insurance options, estate planning, and managing the complexities of Medicaid and long-term care costs.
Outside of the office, I've been involved with coaching youth sports, Autism Society of North Carolina, Hope is Alive, Seashore Soccer League, East Carteret Wrestling, and recently accepted a position as a Board Member at the Lionheart Academy of the Triad. I am most blessed and enjoy being a husband to my wife, Jackie, of 20 years and dad to our three children.
About Julia
JULIA GUAGLIARDI
Executive Assistant
Contact Julia
julia.guagliardi@lpl.com
(c): 484.894.0660
Julia is a results-driven professional with a B.S. in Business Management from The King’s College, graduating Summa Cum Laude and earning the Business and Finance Academic Excellence Award.​ As the Executive Assistant at Starling Wealth Management, Julia's responsibilities encompass strategic marketing initiatives, enhancing the customer experience, and providing support across various critical functions.
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Julia brings a wealth of business expertise, seamlessly navigating the realms of nonprofit and for-profit enterprises. Her diverse skill set encompasses coaching healthcare professionals in establishing and marketing private practices, cultivating investor interest, and conducting meticulous competitive research for enhanced efficiency.
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In her pivotal role as Administrative Manager for a local nonprofit that serves the homeless, Julia elevated financial practices by expertly managing bookkeeping and orchestrating a transformative shift in data tracking, reducing errors from 15% to 0%. Her strategic prowess extended to curating impactful events, resulting in a 600% increase in fundraising income. Julia's proficiency in data management, marketing strategy, and technical support underscores her ability to drive positive outcomes in diverse professional settings.
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As a Notary Public for the Commonwealth of Virginia, Julia brings trust and credibility to her endeavors. Her dynamic approach, diverse expertise, and proven results make her a valuable asset to Starling Wealth Management.