Menu

Jeff Motske, CFP®
President and CEO

"For 10 years, I have used proven coaching strategies to help clients strive for their most important financial goals through behavior modification and sound planning."

Jeff Motske, CFP®

Jeff Motske is an author, an accomplished executive, radio personality and financial advisor. He is the author of The Couple's Guide to Financial Compatibility and weekly hosts the radio show Declare Your Financial Independence where he continues his crusade to bring real planning to real people and help them find the proven steps toward financial independence.   But that's not what's special about him. What's special about Jeff happens on a Tuesday afternoon at his son's baseball practice, or a Thursday night playing slow-pitch softball with his 70+-year-old dad, or an early morning pouring over ideas with his wife, Kendra. Jeff is one-of-a-kind in the financial services world because he knows and lives what some people really don't understand: financial success isn't a destination, it's a choice and a commitment, one decision at a time.

Jeff started as just another California kid with Midwestern roots. He got a job straight out of college with a small mutual fund company doing retirement planning. But his aspirations grew. As he watched the landscape of financial services, Jeff saw in living color how disconnected most of his industry was from the real-life issues of American's every day challenges. He saw, with great remorse, how distant his profession could become from the people it served and from the goals they espoused. His clients were making the hard decisions to pay down debt, save for the future in small sums, commit to their families and their work, live deeply-rooted lives. He believed that financial planning could be more like what he saw in his clients' lives every day and less like Wall Street. By creating Trilogy Financial in 1999, and bringing together the resources for middle-class Americans to find financial independence, Jeff has focused on revolutionizing his industry and is still doing so today.




 

Jeff's Client Relationships

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

THE LATEST FROM JEFF



1  2  3  4  

CALL JEFF DIRECT AT
(714) 843-9977
  Strategic Partners

ASK JEFF A QUESTION

 

 
Go to top