16427 North Scottsdale Rd., Suite 420, Scottsdale, AZ 85254
As one of our earliest offices, Trilogy is proud to call "the birthplace of California" home for nearly 20 years. With a diverse staff who specialize in helping Huntington Beach balance their passion for work and play, Trilogy is here to help you navigate the waters wherever your story takes you.
MEET THE SCOTTSDALE ADVISORS
Managing Vice President
"Sean Kennedy grew up in Pasadena, California. His father was a stock broker at Merrill Lynch and UBS/ Paine Webber for twenty-seven years be..."
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Gonzalo de Leon Plata
Vice President of Wealth Planning
"Simply put, Gonzalo de León Plata is here to serve people. When he is not helping clients with their retirement goals, college-fund plans, i..."
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"As a Wealth Advisor, Ruth is devoted to treating her clients like family the moment they walk in the door. "
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"Brian is a Financial Advisor at Trilogy Financial Services and Investment Advisor Representative with National Planning Corporation. Prior t..."
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"Mike is a native of North Dakota. Though he spent his academic years in the city of West Fargo"
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Corporate Headquarters 17011 Beach Blvd., Suite 800 Huntington Beach, CA 92647
The Advisors associated with this website are registered representatives for LPL Financial ("LPL") and are Investment Advisor Representatives ("IAR") for Trilogy Capital Inc. ("TC"). Securities offered through LPL Financial. 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.