Started at Trilogy in 1999
Coaches AYSO soccer & ASA softball teams
Loves spending time with family at the lake
Creative at building things with wood & steel
Loves boating, fishing & water skiing
Will video conference with clients to make it easier
Since 1999, Eric Perkins has been a Managing Vice President for Trilogy. As Trilogy’s Regional VP for West Covina Region, he focuses on building a large regional center that provides comprehensive financial services to the general public. He is committed to providing his Advisors with superior training in a positive environment where they can thrive.
A drive to help people and a passion for finance attracted Eric to the financial services industry. In 1993, he began a career with a small financial firm and quickly grasped the fundamentals of the industry, which allowed him to rapidly advance to the position of Regional Vice President. In this position, Eric helped the company grow from five branch offices to fifteen branch offices, with his office reaching Archon status. In 1999, an opportunity was presented to him, featuring the vision of adding a multi-services approach to a financial planning firm. Thus began Eric’s affiliation with Trilogy.
Eric is an OSJ Delegate, and Registered principal affiliated with LPL Financial and is an Investment Advisor Representative with Trilogy Capital, Inc. He is a member of the West Covina Chamber of Commerce. Eric’s registrations include the 7, 24, and 63, which are held with LPL Financial, and the series 66 which is held with Trilogy Capital, Inc. He also holds the California Insurance License for Life & Disability. He continues to manage client accounts, specializing in managing portfolios and focusing on retirement and college education. Eric’s clients include individuals as well as businesses in the construction, legal and public services.
Eric and his wife Melinda have three daughters and one grandson. Eric’s hobbies include golfing, as well as spending time at their vacation home in Lake Havasu, AZ, where he and his family enjoy boating, fishing and water skiing.
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.