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Thomas Morgan
Financial Advisor
 

Thomas is a California native, graduating from California State University at Chico with a degree in Business Administration with an option in small business entrepreneurship. He spent a semester in Italy at the University of Torino where he completed his minor in International Business. His education experience helped to enhance his communication and people skills, which has helped tremendously in growing his practice. It also taught him a greater level of independence and an ability to make good decisions under pressure.

Thomas’s mother was a teacher in Tustin Unified and because of this, education has always been a core focus in his business. He considers the mentality of coaching and educating to be a significant part of his practice, and has always valued their importance because of his mother’s influence. He believes that education is the key to empowering his clients to help them make good decisions about their finances.

He began his career at Trilogy Financial in December of 2009 and since then has played an active role in helping his friends, family, and their referrals with independent guidance. His main area of concentration is helping the average California family, with a focus on young professionals, engineers, aerospace and teacher markets. He currently holds the Series 6 and 63 registrations with LPL Financial and the Series 65 registration with Trilogy Capital, Inc., and is looking to add more as his career progresses. Thomas truly loves this industry because he believes that he will always have new areas to learn, since the industry is always changing.

CALL THOMAS DIRECT AT
(949) 221-8105 ext. 2125
  Strategic Partners

ASK THOMAS A QUESTION

 

 
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