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Joseph Sirgy, CFP®
Vice President of Wealth Planning 
 

Joe Sirgy came to Trilogy with a wealth of business management experience. He received his Bachelor's Degree from Purdue University, and his Master's Degree in Business Administration with an emphasis in Marketing and Finance from Loyola Marymount University. Over the next 20 years, Joe worked in management positions of increasing responsibility at Fortune 500 companies, culminating in his last position as Executive Vice President of Sales and Marketing.

Joe's move to Trilogy was prompted by his passion to help others. He explains, “After years of helping corporations achieve financial success with their businesses, I wanted to be in a position to help individuals achieve the same for themselves”. Since joining Trilogy Financial in 2003, Joe has helped hundreds of clients on the road towards financial security. In his capacity as Vice President of Wealth Planning he is training and assisting advisors in their professional development.

In addition to his MBA, Joe is a CERTIFIED FINANCIAL PLANNER®, and holds the series 6, 7, and 63 registrations with LPL Financial, the series 65 registration with Trilogy Capital, Inc., as well as life, health, and disability, and Long Term Care insurance licenses from the State of California, CA Insurance #: 0E04851.

Joe currently lives in Pasadena, with his wife, Michelle, and daughter, Dominique. His interests include books, traveling, and music.

MEET JOSEPH'S TEAM MEMBERS
JUSTIN TYRRELL 
WEALTH ADVISOR 

GABRIEL DELUNA
WEALTH ADVISOR 

EDMUNDO ALVARADO
WEALTH ADVISOR

 
CALL JOSEPH DIRECT AT
(626) 918-5670 ext. 4125
  Strategic Partners

ASK JOSEPH A QUESTION

 

 
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