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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
As one of our earliest offices, Trilogy is proud to call "Located in one of the most family friendly cities in California. With their very personal approach to “creating wealth for families”. The members of the Trilogy Woodland Hills branch strives to make a positive impact in the lives of every family wherever their story takes them.
(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 Client Services
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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