Tristan Bishop, CFP®
Financial Advisor
Tristan is a die-hard Texas Rangers and Texas Tech Sports Fan!
Tristan Bishop, CFP®, is a Financial Advisor at Grimes & Company, where he helps clients navigate important financial decisions and plan for their future. Tristan especially enjoys building genuine relationships with clients and celebrating the meaningful milestones they achieve along the way. Whether it’s preparing for retirement, purchasing a home, supporting loved ones through major life events, or building a lasting legacy, he finds great fulfillment in being part of each client’s financial journey.
Tristan graduated from Texas Tech University in 2019 with a bachelor’s degree in Personal Financial Planning. He began his career as an Associate Financial Planner at a boutique financial planning firm in the Dallas-Fort Worth area. Prior to joining Grimes & Company, he served as an Advanced Wealth Planner at a larger firm, specializing in comprehensive financial planning. Tristan is also an active member of the Financial Planning Association (FPA), participating in both the local Dallas-Fort Worth and NextGen chapters.
Outside of the office, Tristan enjoys staying active, whether it’s taking long walks with his wife and golden retriever, training for half marathons, lifting weights, or playing a round of golf with friends. He is also actively involved in his local church, where he serves in both children’s and student ministries.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. Firm Representatives may, however, separately provide insurance products and services through our affiliate, Grimes Wealth Protection Group, LLC. If the client desires, one of Grimes’ representatives, acting in their capacity as a representative of Grimes Wealth Protection Group, LLC or in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.