"I don't work 9 - 5, but from start to finish with every client that comes into my office and make the process fun and enjoyable for all."
- KEEGAN TANGHE
Keegan Tanghe has always had a hard-work mindset instilled in him by his parent’s at an early age, whether it was setting up a lemonade stand outside his house, doing odd jobs for elderly neighbors, or recycling cans & bottles since he could remember with his father. He still recycles today & uses those dollars to put into his son’s college fund, looking to instill those same traits into his future generations. He now pays it forward to those clients that he works with, helping them to maximize their hard earned dollars for their future.
Keegan joined Trilogy Financial in June of 2004, two weeks out of college. Now after building a successful practice, working with a very diverse group of clientele, he is focusing on strengthening those existing relationships, welcoming new clients from various backgrounds. Keegan heads up a team of specialists within Trilogy Financial that is focused on investment, tax, estate, and protection planning for clients in various stages of their lives. These strategies range from designing a comprehensive financial plan tailored specifically for each individual client’s income needs, time frames, goals, etc, with the flexibility to change as their life does. He believes that everyone’s situation is unique and should never be generalized. Keegan and his team are committed to offering independent, objective, and objective advice in the context of personal and business planning solutions. He believes that properly educating your clients before making any financial decision is an integral part of the planning process, working with the heart of a teacher.
He takes a very fun approach to planning with his clients, actively getting everybody involved & tries to explain things in the simplest form that they can relate to. This led him to being a part of the Dave Ramsey SmartVestor Pro* team in the office, providing advice and guidance to Dave Ramsey’s faithful followers, since 2007, walking them through his Baby Steps. He was selected to be a member of the Content Committee at Trilogy, which writes the various blogs & articles that you see on the website & social media. Keegan is also one of the youngest advisors to be promoted to Senior Partner in Trilogy’s history.
Keegan obtained his Bachelor of Science Degree in Business Administration from the University of Redlands, & holds his FINRA Series 6, 7, and 63 securities registrations through LPL Financial and the Series 65 registration through Trilogy Capital, Inc. He also holds his Life & Health (CA License #OE54466), and Long-Term Care (LTC) licenses. His goal is to continue to solidify himself as the central trusted financial resource for his clients, helping them pass their legacy on to their children or charities of their choice.
He and his beautiful wife Wendy have resided in the city of Corona since 2011 with their young son Grayson James, who was born in the fall of 2014, alongside their two dogs Molly & Kona. The mix of them creates a very interesting & fun home environment. He enjoys reading about various topics, working out, golfing, taking trips with the family, & rooting on their favorite sports team together. He is also actively involved at his local church in Corona, volunteering on Sunday mornings on the parking team & helped out on their financial & stewardship board in the past.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.