Scott Lundberg, CFP^®, MBA, RICP^®

Scott Lundberg is a CERTIFIED FINANCIAL PLANNER™ professional with Trinitas Planning Group, where he provides comprehensive financial planning services to families and small business owners. His practice is built on a foundation of education, advanced strategies, and a holistic approach that helps clients align their financial decisions with long-term goals. Scott’s mission is to deliver personalized, knowledgeable guidance through trusted relationships.

Beyond his client work, Scott is committed to advancing the profession. He has taught Risk Management and Insurance in Oakland University’s CERTIFIED FINANCIAL PLANNER™ program and has served as an officer and past President of the Detroit Chapter of the Society of Financial Services Professionals (FSP). He also remains actively engaged with both the Michigan State University and Wayne State University Alumni Associations.

Scott holds a B.A. from Michigan State University and an MBA from Wayne State University. He maintains Series 7 and 66 securities registrations (held through LPL Financial), state licenses for life, health, and annuities, and has earned advanced designations including Certified Exit Planning Advisor (CEPA®) and Retirement Income Certified Professional (RICP®).

Outside the office, Scott enjoys traveling, running, boating, and exploring the outdoors with his wife, Cindy, and their two children. An avid traveler since his Boy Scout days, he often says that if he weren’t a financial planner, he’d be leading adventure travel tours—a reflection of his curiosity, energy, and love of exploration.