Peter Trinh

Peter Trinh, CFP®

Portfolio Associate
(650) 854-9150 LinkedIn

A Bay Area native, Peter’s father sparked his interest in finance early on and he has been fascinated by the financial markets ever since. As a teenager, Peter started a small business teaching children and adults how to swim. In college, he jumped at the opportunity to intern at a wealth management firm because it allowed him to combine his love of finance with helping others. Peter finds it rewarding to solve complex problems and help clients make better decisions to reach their goals.

At Sand Hill, Peter works closely with both the Wealth Management and Portfolio Management teams, supporting a client base of individuals, families and institutions. He helps clients navigate their employer sponsored benefits, as well as the complexity surrounding equity compensation packages, including RSUs, ESPP, and stock options. He collaborates with accountants, attorneys, and portfolio managers to address complex situations and create comprehensive financial plans. He is dedicated to serving clients and strives to enhance their overall experience with Sand Hill.

Peter holds the CFP® certification, yet outside of the office, he spends most of his time preparing and studying for the Chartered Financial Analyst (CFA) exam. In his remaining free time, he loves spending time with friends and family, traveling abroad, reading and staying active with basketball, bocce ball, swimming, running, biking, and skiing.

Let’s Work Together

If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.