Chad Sinclair, CPA is Chief Financial Officer at Trilogy Financial. Chad leads Trilogy Financial’s finance activities across the company. He joined the company in 2019 to oversee the transformation of finance and accounting, investor relations, capital markets, corporate development and technology strategy. Prior to joining Trilogy, Chad served as Chief Financial Officer of a wealth management firm. The company more than doubled its assets under management during his tenure.
Prior to this role, Chad spent 12 years at public accounting firms, primarily serving clients in the financial services industry. During his time with Deloitte and Ernst & Young, he had the privilege of working with both private and publicly traded financial services companies.
Chad holds a Bachelor of Science degree in Applied Accounting from Oxford Brookes University. In addition, Chad holds a Certified Public Accountant license. Chad lives in Costa Mesa, California with his wife and two children.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.