Casey Dettorre

Casey Dettorre’s initial exposure to the financial industry started at a young age. He received stock as birthday and Christmas gifts from his grandparents at a very young age, learning early about the importance of investing and how to be smart with money. Just a week after graduating with a degree in Business Finance from California State University, Fullerton, Casey joined Trilogy Financial. Since that day over ten years ago, he has consistently built strong relations with clients founded on his commitment to acting in their best interest and his concierge level of communication and follow-up.

The most satisfying part of Casey’s business is the positive impact he makes on the individuals and families he works with. Likewise, Casey admires those who are willing to work hard and positively affect the lives of those around him/her, which is why he also supports the Boys and Girls Club. Casey is an avid golfer because he values the necessary discipline and competitive drive needed in the sport. Those attributes are the same he uses in his own professional and personal life.

Casey currently holds his Series 6, 7, and 63 registrations with LPL Financial and Series 65 with Trilogy Capital Inc., as well as Life, Health, and Long-Term Care Insurance License. He has been a part of Dave Ramsey’s SmartVestor Pro Program* for over ten years.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy Capital or LPL Financial.