Terrence Gomes believes that when it comes to financial planning, it is not a one size fits all. He has taken a custom approach to providing strategies and solutions for his clients to advise them on how to work towards their financial goals. Terrence believes that a financial plan needs to address three objectives: the plan is right for the client’s needs, realistic for the timeframe to pursue those goals, and relevant for those goals. His independent, objective planning and analysis of the situation helps position his clients properly for their financial future.
Terrence studied economics and business and possesses both a BS/BA and MBA in Business Administration along with a Graduate Certificate in Project Management. He is currently studying for his CFP at Pepperdine University and brings extensive financial knowledge to the table to assist and advise his clients. Terrence advises not only on his clients’ current asset allocations, but also on proactive techniques designed to generate streams of income for current and future retirement needs and applying tax-efficient exit strategies.
Since beginning his career with Trilogy Financial in 2007, Terrence has built close relationships with his clients, and Terrence’s clients believe that his active advice is making a tangible difference in their lives. His active advisory work, dedications to his client’s needs, and relationships with legal, business and tax advisors help to facilitate wealth accumulation, asset protection strategies, distributions and wealth transfer to future generations for individuals and families.
Besides the work he performs for his clients, Terrence is very active in his community. In 2012, he created a program called Back to Opportunity partnering with LAUSD and support from Trilogy Financial to create the training program to learn a craft in the construction trade.
He is Chair of the Los Angeles Neighborhood Council Coalition, Executive Board Member of the South Robertson Neighborhoods Council, and the current Co-Chair of the Neighborhood Council Budget Advocates that work with the community, Mayor, City Council, CLA and CAO’s offices of the City of Los Angeles to promote Quality of Life for their stakeholders through the Budgeting Process.Terrence has been involved in Scouting since the 1970’s and holds the rank of Eagle Scout.
Terrence holds the series 6 and 63 registrations with LPL Financial, the series 65 registration with Trilogy Capital, Inc., as well as California Department of Insurance Health and Life License.