Gloria Lefler
Financial Advisor

Gloria is very passionate about helping people in many different ways. Starting her adventure in the financial industry in 1992, she learned many aspects of the back office at small Broker Dealer in San Diego. Gloria grew with the company and advanced to a position where she was one of 3 liaisons for Financial Advisors to the Broker Dealer for all of the mid-western states of our country. With the contact she had with Financial Advisors, she realized the impact she could have on individuals, families and business owners to help them find the path, to pursue their future financial goals.

Gloria has been with Trilogy since 2007. She has clients in several states and in all age groups ranging from 7-92. A large portion of her clientele are single woman that find Gloria’s educational process, informative and reassuring that they are not alone in planning for and attaining their financial goals for the short term as well as long term.

Gloria has been a Rotarian since 2001. Community service is an important part of her life. She and her husband, Charlie of 33+years are Meals on Wheels volunteers. Gloria has been a Charger fan since 1972. Charlie has been a fan only since 1981 when he married Gloria.

Being a member of ABWA (American Business Woman’s Association), IVWC (Inland Valley Woman’s Club), as well as SSNG, (Senior Services Networking Group), has been rewarding personally as well as professionally.

Gloria is a mother of 2, grandmother of 2, step-mother of 2, step-grandmother of 5, and step-great-grandmother of 3. Being Mom and Grandma to this large of a family she still finds time to give some attention to all of the family members.


(858) 755-6696 ext. 3335
  Strategic Partners



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