Sebastian Ruelas entered the financial services industry after graduating from the University of California, Riverside in 2013. While interning at a financial services firm during this time, Sebastian discovered his passion for helping people to realize and achieve their financial goals. He decided to pursue his passion and joined Trilogy.
Sebastian is an Investment Advisor Representative with Trilogy Capital, Inc. and currently holds the Series 65 registration. He also holds a California life insurance license (CA #0I55526).
Working as a fee-based financial planner, Sebastian holds himself to a fiduciary standard when working with his clients. He provides comprehensive financial planning and investment management services.
As a native Southern Californian, Sebastian enjoys spending his free time fishing, golfing or supporting a local brewery.
Sebastian Ruelas’ Fiduciary Oath:
I shall exercise my best efforts to act in good faith and in the best interests of the client. Upon working with a client I must provide written disclosure prior to the engagement of our client/advisor relationship, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise my impartiality or independence.
I do not and will not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. When working with referral partners I do not receive a fee or other compensation from another party based on the referral of a client or the client's business.
As your financial planner I will:
• Always act in good faith and with candor.
• Be proactive in disclosing any conflicts of interest that may impact our relationship.
• Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.