Management Team

Gary Sussman, Managing Partner

Gary Sussman is a Managing Partner with Trilogy Financial Services, and has been with the firm since April of 2002. In his practice, Gary has a strong commitment to helping his clients plan to achieve their own definition of financial independence. He also plays an integral role in managing a successful office of Registered Representatives, where he is responsible for hiring, training and motivating his staff to achieve high levels of success within their career.

Prior to his career with Trilogy, Gary spent the previous 6 years managing a restaurant in the San Diego beach area. He was able to help build a very popular establishment, which made it a staple in the local community. High levels of customer service is what drove the success of the restaurant and it is the same level of service that Gary mandates he and his staff provide to their clients.

A native of South Africa, Gary immigrated to San Diego in 1993, where he later attended San Diego State University and graduated with a degree in Business Administration (Finance). He holds the series 6,7,63 and 66 licenses, as well as the California Life, Disability, Long Term Care certifications and California Insurance license #0D64620. Gary has appeared on the Capstar Hour on AM Cash 1700 as a guest to discuss financial planning.

Gary currently resides in La Jolla, CA, where outside of the office, he likes to play golf at local Torrey Pines, or enjoy all else that San Diego has to offer. His family also plays a major role in his life, which motivates him to become a great role model to others.