Wealth Management Assistant

Desire Gonzalez

West Covina
Tax Strategies & Management
Real Estate/Saving for a House
Estate Planning
Education Planning
Retirement Planning

"The best way to predict your future is to create it." - Abraham Lincoln

Wealth Management Assistant

Desire Gonzalez

West Covina
Tax Strategies & Management
Real Estate/Saving for a House
Estate Planning
Education Planning
Retirement Planning

"The best way to predict your future is to create it." - Abraham Lincoln

Bilingual: Fluent in English and Spanish

Enjoys travelling

Likes to workout and stay active

Enjoys cooking

California Polytechnic State University, Pomona Alumni

Get to Know Desire

Desire’s passion for finance is rooted in her own story. Growing up, her family faced financial difficulties that left a lasting impact. As she got older, she encountered similar struggles, and it was during a particularly challenging time that she realized something needed to change. What started as a personal need soon turned into a genuine passion for helping others to do the same.

While pursuing her Bachelor of Science in Business Administration at California Polytechnic State University, Pomona, her interest in finance deepened. Her role as a student finance assistant gave her valuable experience and reinforced her desire to help others with their financial questions and challenges.

Shortly after graduating, Desire joined Trilogy in 2022 as a Service Associate in the Mack Service Center. Her personal experiences and professional path naturally evolved into a passion for empowering others with the knowledge and tools to make informed financial decisions. Being bilingual in Spanish allows her to connect with a broader range of people and support them in their financial journeys. She finds purpose in helping others navigate their financial journey, offering support and guidance that leads to lasting confidence and a sense of security.

Today, she holds a Series 65 registration with Trilogy Capital, Inc., and is licensed in California for Life Insurance. Outside of her professional life, she loves spending time with family, cooking, working out, and traveling to new destinations.

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Meet Desire’s Team

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Hackbarth_Jeffrey_11.11.22
Senior Vice President of Wealth Management

Jeffrey Hackbarth, CFP®

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