Torrance

Driven by a mission to make a difference in people’s lives, our Wealth Managers bring knowledge from a variety of backgrounds to help everyday people from all walks of life fulfill their dreams, whether it be financial independence, a stable financial future or entrepreneurship. We believe financial success is possible for the entire family through a combination of financial literacy and experienced guidance on topics such as:

Family and Relationship Financial Advice
Finances are a family affair. So it’s important that everyone know about budgeting and future goals to help stay on track. Our Advisors can help get all of your family members on the same page, so financial decisions keep everyone’s best interests in mind. Read more in our blog.

Retirement Plans
The future can sneak up on you. Don’t wait to get your finances in shape to have the retirement you deserve. We can help you put together a strategy for saving big or small and growing your nest egg so you can retire when you want, how you want. Read more in our blog.

Investments Advice
Learning about investing is generally not taught in school. We know it can be daunting for people. That’s why our Financial Advisors are here to be your personal coach to guide you to the right decisions under your Life Plan. Read more in our blog.

Plus much more.

Leadership
With Trilogy, you don’t just have an Advisor; you have a whole team in your corner. Our experienced professionals are investment fiduciaries. They are specialists in planning techniques, planning software and bring decades of experience in advanced protection planning. Their distinctive abilities enable us to give you customized guidance — coaches that will move toward achieving your real-life goals.

Our Torrance location features a strong leadership team that includes:

Robert Wheatley is a VP of Wealth Management – With a mission to help families create wealth, Robert went into the financial services industry in 1994 hoping to positively impact people’s lives. Before joining Trilogy, Robert spent many years working with non-profit organizations and churches, educating individuals and families on personal finance. He is also passionate about helping people start a career in financial services. He acts as a mentor with the Los Angeles chapter of the organization 100 Black Men of America. Robert is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 66 Registration. He also holds his Series 6, 7, 24, 51 and 63 Registrations with LPL Financial and California Insurance Licenses for Life, Health and Disability. Robert has a Bachelor of Science in Business Management.

Michael Bakhshi is a VP of Wealth Management – Michael’s approach to finances is based in understanding people’s needs and goals. He regularly leads workshops on financial issues, ranging from pre-marital couples learning to blend personal finances to graduating medical professionals preparing for substantial increases in compensation. In addition, Michael works with many Los Angeles County and City employees, business owners and families with young children. A graduate of the University of Southern California, he majored in Business Administration with a Finance concentration. Michael’s professional experience in accounting and finance includes working for the tax department of 20th Century Fox and the hedge fund services division of JP Morgan. He currently holds FINRA Series 6 and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc., and a California Life and Long-Term Care Insurance License.

Todd Gurvis is a VP of Wealth Management – Todd brings an extensive background in fundraising and non-profit management. He has a keen perspective on charitable planning, gift structuring, portfolio design, and financial strategies for charitable agencies, donors and employees. His service offerings also include expertise in tailored planning for same-sex couples. As the father of a special needs child, Todd is proficient in helping families with special needs children make critical financial plans. Todd works on early retirement strategies and wealth transference for mid-level executives and business owners. Todd holds his Series 6, 7, 26 and 63 Registrations with LPL Financial. He is also an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration and Life, Long-Term Care, Disability and Health Insurance Licenses. When he’s not at work, Todd advises and sits on the boards of several charities and volunteers as an Interact Advisor and counselor with Rotary International.

Chris Molony is a VP of Wealth Management – Raised by hardworking and goal-oriented parents with a passion for serving clients and the community, Chris began his career in the financial industry as a senior manager for a private equity firm. After six years of learning the complexities of the deal-making side of the investment business, Chris took that knowledge to the client-side of the financial services industry. He truly enjoys helping clients pursue their financial goals. He holds FINRA Series 6, 7 and 63 registrations with LPL Financial, a Series 65 registration with Trilogy Capital, Inc., and California Life Insurance License.

Alfonso Valdez is A Financial Executive – With a focus on retirement planning Alfonso works with his client’s retirement plans (personal and employer-provided) and their investments in seeking to create the wealth necessary to realize the dream of many – making work optional for them. He has a Bachelor’s degree in Business Administration from the University of San Francisco, holds his Series 6 and 63 Registrations with LPL Financial and a Life Insurance license.

*Businesses are chosen for their innovative approach to business and/or creative merits in product and service by the WHCC Membership, its Board of Directors and the Special Events Committee. The criterion for selection was that the business is a WHCC Member and have made significant contributions to the West Hollywood business community. Members vote for their favorite nominees via an online ballot and the winners are announced at the event.

Let’s Build a Strong Financial Future – Together

Knowledge is power. With Trilogy, you get a team of Advisors who listen to your needs and dreams and are willing to help educate you to take control of your financial situation. Our Advisors will coach you with personalized guidance and create a Life Plan so you can make informed decisions to work toward financial success.

Kimberly Hartsock is a registered assistant with LPL Financial.