Trilogy Financial, a privately-held financial planning firm with over $2 billion in client assets, utilizes a combination of our best technology and broad perspective to help you advance your tomorrows.

Scott Babbitt

Vice President of Investments

Scott Babbitt believes that financial planning must always be individualized, never generalized. That’s why he makes sure that his clients receive truly custom, considered advice and solutions. His independent, unbiased planning and analysis helps position them for financial progress.

At Trilogy, Scott likes the close relationships he creates with clients, and the sense that his advice is making a real difference in their lives. His active asset management, fee-based advisory services and relationships with legal, business and tax advisors help to facilitate wealth accumulation, asset preservation and wealth transfer for individuals and families.

Away from work, this California State University, Long Beach graduate is an avid (and good) golfer and well-known in his community – a community he’s happy to help through his knowledge and insight.


Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Trilogy Capital, Inc., a Registered Investment Adviser. Trilogy Financial Services, Trilogy Capital, Inc. and NPC are separate and unrelated companies.