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Brian Shortsleeve
Wealth Advisor
 

Brian is a Massachusetts native who relocated to Southern California in 2011. After graduating from Providence College with a Business Marketing Degree in 2006, he started in financial services working for large firms like Fidelity Investments and Merrill Lynch. Though he always had a passion for financial planning he never quite felt at home at these bigger companies. It wasn’t until Brian joined Trilogy in 2016 that he saw how rewarding a career in financial planning could be. The thing he loves most about Trilogy: “We truly care about our clients. At Trilogy, I have seen how big of a positive impact the financial planning process can have on people’s lives”. He believes Trilogy sees their clients for what they are: real people, and not just numbers like the larger companies he worked for prior.

Brian focuses his practice on young, growing families and it is his goal to help improve their lives every step of the way. He believes it is never too early to start planning for the future, especially for families with children. To be able to play a role in helping families grow and thrive is what he points to as the most rewarding part of his work.

Brian enjoys spending time with family and friends, playing basketball and golf, creative writing, and travel. He misses his home state of Massachusetts but certainly prefers the Southern California weather. He and his girlfriend of four years, Amanda, recently got engaged.

MEET BRIAN'S TEAM MEMBERS
 
ROBERT WHEATLEY 
MANAGING VICE PRESIDENT 
 

SALLY GOYA
WEALTH ADVISOR
  
 
CALL BRIAN DIRECT AT
(818) 444-7880 ext. 3618
  Fiduciary Services
  Strategic Partners

ASK BRIAN A QUESTION

 

 
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