We’re Passionate About Helping Everyday People Pursue Their Goals
We’ve heard it so many times. Our Advisors come to work for Trilogy because they want to make an impact and change people’s lives for the better. They do this by helping them pursue financial success both in their daily lives and for the future. Our Wealth Managers come to work every day with a mission and a purpose to serve their clients with a deep knowledge of the financial industry. They help coach people through every life phase from just starting out to retirement. We believe financial independence is within everyone’s reach with the right guidance.
At Trilogy, our Wealth Managers are passionate about helping people make a financial plan, not just for retirement, but for life. In our West Covina office, we have experienced professionals who can help you with financial challenges big and small, including:
Planning for the Future
You make many financial decisions on a daily basis that can impact your future. From reeling in bad financial habits and paying off debt to avoiding scams and security risks, we’ll help you avoid roadblocks in your path to financial independence. Read more in our blog.
Assets Under Management
Depending on your risk tolerance, the market can be challenging to navigate. Our Financial Advisors can help you understand the world of stocks, bonds and mutual funds so you can feel confident with where you invest your money and any volatility on the road ahead. Read more in our blog.
Life Event Advice
From day-to-day budgeting to estate plans, financial decisions are part of every aspect of life. Our Wealth Advisors can help provide a review of your situation, education on appropriate strategies, and implement a Life Plan that works for you. 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 West Covina location features a strong leadership team that includes:
Jeffrey Hackbarth, CFP® – is Senior Vice President Of Wealth Management. He joined Trilogy Financial in March of 2008, wanting to make a difference in the world. His grandfather founded Del Taco, and Jeffrey’s father had him work there at the early age of six to learn the value of a dollar. His clients include retirees transitioning to the next phase in their financial life. He also works in the community to ensure progress towards collective goals. He is a Loyola Marymount University alum and an Investment Advisor Representative with Trilogy Capital Inc. in which he holds his Series 65 registration. He also holds FINRA Series 7 and 63 registrations with LPL Financial and Life and Long-Term Care Insurance Licenses.
Perry Johnson III AIF® – is a Vice President Of Wealth Management. With over 20 years of financial service industry experience, he focuses on advising and creating financial Life Plans for his clients. Perry reviews investments and analyzes several key areas in seeking to ensure that the plan is comprehensive and effective. Armed with the belief that there is more to financial planning than just saving and investing, he wants to put his clients on a path to lifelong success. Perry earned his MBA from Pepperdine University’s Graziadio School of Business. He also holds FINRA Series 6, 7 and 63 registrations with LPL Financial, Series 65 with Trilogy Capital, Inc., and holds Life, Health, Disability and Long-Term Care Insurance Licenses.
Tony Raygoza – is a Vice President Of Wealth Management. He is a bilingual Advisor (English and Spanish) specializing in investment management, wealth preservation strategies and risk management. He designs comprehensive financial Life Plans that are specifically tailored to each client’s unique needs, taking into account their age, financial situation, risk tolerance, and goals. With over 25 years of investing experience (over 10 with Trilogy), he consistently strives to provide clients with unsurpassed financial planning and investment management services. He is the author of the book “Financial Success for the Rest of Us.” He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. In addition, he holds his Series 6, 7 and 63 Registrations with LPL Financial, as well as his Life Insurance License.
Joseph Sirgy, CFP® – is a Vice President Of Wealth Management. With an MBA and over 20 years in management positions at Fortune 500 companies, Joe came to Trilogy in 2003 with extensive management and coaching experience and a passion for helping individuals pursue financial success. Joe also trains and assists other Advisors in their professional development. He is a member of the San Gabriel Valley Fiduciary Roundtable and Business Network International. He is an Investment Advisor Representative with Trilogy Capital, Inc. and holds his Series 65 Registration with Trilogy Capital. In addition, he holds his Series 6, 7 and 63 Registrations with LPL Financial and holds Life, Health, Disability and a Long-Term Care License. He one of Trilogy’s Top “Baker’s Dozen” Advisors* and is a SmartVestor Pro**.
* The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
** The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
Let’s Build a Strong Financial Future – Together
Why trust your finances to an Advisor who’s just going through the motions? At Trilogy, you’ll have a team behind you who are passionate and excited about seeing you succeed in pursuing your financial goals so you can have the life and future you deserve.
Claudia Lin, Gaby Salazar, and Alicia Pilon are solely investment advisor representatives of Trilogy Capital, and not affiliated with LPL Financial. Gabriel DeLuna, Julie Foong and Justin Tyrrell are registered assistants with LPL Financial.
Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
