HUNTINGTON BEACH TEAM

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

Meet Your Financial Team

cary boring

Cary Boring

Senior Vice President of Wealth Management
Investment Fiduciary Services
Business Exit Planning
Estate Planning Strategies
Retirement Planning
Legacy Planning

Brittany Cadena

Client Service Associate
Internal Partner
Reporting Consultant
Docusign Specialist
Email: brittany.cadena@trilogyfs.com
Call: (949) 852-7834, ext. 1234

Contact Us

17011 Beach Blvd. #101, Huntington Beach, CA 92647 | Office: (714) 843-9977

Get Started on Your Financial Life Plan Today