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Aleezah Villa
Wealth Advisor

"Ben Franklin said, an investment in knowledge pays the best interest. I help educate clients to make better decisions to achieve their goals."

 

Aleezah Villa graduated cum laude in 2009 from Johnson & Wales University, Rhode Island having double majored in Entrepreneurship and Culinary Arts. While working as a Resident Assistant in college, she taught several financial education classes to educate her fellow students on the various types of retirement saving options and understanding their benefits for when they accepted that first big job.

Deciding to follow her passion in finance, Aleezah joined the Trilogy family in 2015, transitioning from her near decade career in the Food & Beverage industry. She has built her clientele base on being trustworthy, consistent, and enthusiastic in helping to organize and strategize ones financial plan. She enjoys empowering her clients by providing financial education and an unbiased approach, so that each has the motivation and enough guidance to succeed in making good financial decisions.

Aleezah is a native San Diegan and Point Loma High Alumni, where she participated in several athletic teams with an emphasis in Water Polo, something she and her Poway Alumni husband, Vincent, share in common. She loves spending her free time with her growing family and friends enjoying theatrical and cinematic arts, cooking together, and traveling all over the world!

Aleezah's Client Relationships

Aleezah and her team support a wide variety of clients, but here are some of the groups she has built her practice around.

 

MEET ALEEZAH'S TEAM MEMBERS
 
WINDUS FERNANDEZ BRINKKORD 
SENIOR VICE PRESIDENT OF WEALTH PLANNING 
 

GARY SUSSMAN
WEALTH ADVISOR
 

GREG BROWN
WEALTH ADVISOR
 
 
CALL ALEEZAH DIRECT AT
(858) 755-6696 ext. 3104
  Fiduciary Services
  Strategic Partners

ASK ALEEZAH A QUESTION

 

 
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