Wealth Management Assistant

Jericho Cañete

Corona
Risk Management
Investment Planning Strategies
Wealth Management
Education Planning
Retirement Planning

"Good things come to those who wait. Great things come to those who get out there and do anything to make it happen."

Wealth Management Assistant

Jericho Cañete

Corona
Risk Management
Investment Planning Strategies
Wealth Management
Education Planning
Retirement Planning

"Good things come to those who wait. Great things come to those who get out there and do anything to make it happen."

Received B.A. Business Economics from University of Riverside

Lifelong fan of the Golden State Warriors and Denver Broncos

Explored and traveled to more than 5 countries

Multilingual in English and Filipino (Tagalog, Visaya)

Advocate for awareness in holistic enhancement of physical and mental health

Get to Know Jericho

Jericho is a dedicated professional who is passionate about helping people who are eager to take control of their financial future. He believes that financial literacy is a cornerstone that not only enhances personal stability, but also the well-being of our families and communities. With a background in the hospitality and restaurant industry during his college days, he is someone who truly understands the importance of personalized planning and exceptional service. His focus is on understanding each client’s unique goals, whether it's planning for major life events, building wealth, or ensuring long-term financial security.

He was born and raised in in the Philippines. However, he eventually moved to California, where he obtained his BA in Business Economics at the University of Riverside. From an early age, he demonstrated a strong enthusiasm for finance and economics, which developed into a profound passion that ultimately led him to a path to Trilogy. While he strongly believes in the core principles of finance, Jericho also recognizes that there are various factors outside of them that can significantly affect our circumstances. He utilizes an individually tailored approach with his planning, ensuring that every step towards achieving financial goals is both structured and supportive. Jericho holds his Series 65 registration with Trilogy Capital, Inc. and California Health and Life Insurance License.

If you run into Jericho outside of work, you can often find him enjoying quality time with family and friends, lifting weights at the gym, exploring a new country, or embarking on culinary adventures to discover new foods and flavors with his girlfriend.

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Meet Jericho’s Team

Scroll through to see each of the Advisors

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Wealth Advisor

Katie Donnelly, CFP®, ABFP™

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Senior Vice President of Wealth Management

Nathan Brown

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Senior Vice President of Wealth Management

Scott Naiman, RICP®

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Get Started on Your Financial Life Plan Today