Trisa Summers is not listed as a control person, but directly owns under 5% of Five Oceans Advisors.
Five Oceans Advisors is an investment adviser, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $456 million, as filed on 23 January 2026. Its fees, ownership and offices are on the firm’s profile.
Trisa Summers is President and Partner of Five Oceans Advisors, based in Phoenix, AZ. Summers worked for over two decades in nearly every role within a wealth management firm, ultimately serving as CEO. In 2016 Summers stepped away from that firm, and later consulted with Five Oceans Advisors before officially joining it.
Professional designations
Listed by Five Oceans Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- CRD
- 4839071
- Firm
- Five Oceans Advisors · CRD 308377
- Role
- President
- In role since
- October 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fiveoceansadvisors.com
Where does Trisa Summers work?
Trisa Summers has been President of Five Oceans Advisors LLC since October 2025.
Is Trisa Summers a CFP?
Five Oceans Advisors lists Trisa Summers with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Trisa Summers’ record?
Trisa Summers’ role is listed on Five Oceans Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 308377.
