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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

woodland Hills   BRANCH
6320 Canoga Avenue, 15th Floor, Woodland Hills, CA 91367
 
(818) 444-7880

MEET THE WOODLAND HILLS ADVISORS

Robert Wheatley
Managing Vice President
Having always been a person who loves to help people, Robert gravitated to the financial services industry in 1994. He spent a number of years... 
(818) 444-7880 x3602

Sally Goya
Wealth Advisor
Sally's number one philosophy in her financial planning practice is: 'Every interaction, every decision is based on genuine concern...
(818) 444-7880 x3612

Todd Gurvis
Vice President of Investments
Born and raised on Long Island, Todd Gurvis was raised to believe that doing well and doing good are not separate ideas but...
(818) 444-7880 x3611

 

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