Management Team

Experienced Advisors

Robert Wheatley, Regional Vice President

Having always been a person who loves to help people, Robert Wheatley gravitated to the Financial Services Industry in 1994. He spent a number of years working with non-profit organizations and churches educating individuals and families on personal finance before joining Trilogy in January, 2000.

A Registered Principal affiliated with National Planning Corporation, Robert is the OSJ Manager of Trilogy’s newest Regional Center in Calabasas, CA. His mission is to “Create Wealth for Families.” He seeks to do this first by providing financial services to clients and helping them achieve their goals and second, by helping individuals start and grow their careers in Financial Services.

Robert is a member of The Calabasas Chamber of Commerce. His licenses include Series 6, 63, 7, 65, 24, 51 and California Insurance License for Life, Health and Disability. He also holds a California Real Estate Sales License.

Born and raised in Los Angeles, California, Robert has been married to his high school sweetheart, Jackie, since 1991. They have two children, a daughter, Micah, and a son, Myles. They are currently living in the family-oriented neighborhood of West Hills, California. He enjoys staying active by playing sports and working out, and spending time with the family.

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