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Nathan Brown
Senior Vice President of Wealth Planning

"Our goal is to be infectious with hope and absolutely revolutionary in peoples' lives!"

NATHAN BROWN

“Helping people make positive decisions; financial and otherwise…”

This is the cornerstone for Nathan Brown and his wealth advisor group at Trilogy Financial.

Nathan joined Trilogy in 2006 with one goal… to help people. Since then he has developed a passion to teach people how to live a confident financial lifestyle day in and day out. He believes financial behaviors are more important than current financial numbers and that with hard work anyone can enjoy a fantastic future. This approach led him to be selected to the team that developed Trilogy’s Planning Division, as well as become advisor and consultant to several prominent non-profit organizations and hundreds of families. Nathan is also one of the youngest advisors to be promoted to Senior Partner in Trilogy’s history and is a SmartVestor Pro for investing and financial planning recommended by Dave Ramsey.

2015 marked the turning of a new page for Nathan as he began to expand his client service and operations team with the goal of providing a modern and energetic client experience.

“I have a relentlessly positive outlook for my team and our clients.  Our goal is to be infectious with hope and absolutely revolutionary in peoples’ lives! The time is now to activate your financial life.”

Nathan graduated from BIOLA University with a Bachelor of Science in Business Administration and Marketing. He is an Investment Advisor Representative with the Series 6, 7, 63, and 65 securities licenses. He also holds a California life, health, and long-term care license (CA license #0F37267).

Nathan and his wife Brie (a local high school teacher) live in Corona where they enjoy spending time with their family and friends, exploring the world, and serving the Corona community together through their local church.

 

Nathan's Client Relationships

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

THE LATEST FROM NATHAN

MEET NATHAN'S TEAM MEMBERS
 
MATTHEW PHILLIPS 
WEALTH ADVISOR 
 
JOSHUA COUNTS
WEALTH ADVISOR
 
 
 
CALL NATHAN DIRECT AT
(951) 738-1100 ext. 6151
  Fiduciary Services
  Strategic Partners

ASK NATHAN A QUESTION

 

 
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