Wealth Management Assistant 

Evelyn Pachuca Lazo

West Covina
Risk Management
Tax Strategies & Management
Wealth Management
Education Planning
Retirement Planning
Habla Español

“Start where you are. Use what you have. Do what you can.”

Wealth Management Assistant 

Evelyn Pachuca Lazo

West Covina
Risk Management
Tax Strategies & Management
Wealth Management
Education Planning
Retirement Planning
Habla Español

“Start where you are. Use what you have. Do what you can.”

UCLA Alumni

Enjoys playing the piano

Passionate about reading

Enjoys the outdoors

Get to Know Evelyn

Evelyn Pachuca Lazo is a Wealth Management Assistant at Trilogy Financial. Her passion for numbers, financial analysis, and problem-solving led her to a career in financial planning. Driven by education, empowerment, and informed decision-making, she is committed to helping clients feel more confident about their finances by making complex topics easier to understand.

As a first-generation college graduate, Evelyn earned her degree in Economics with a minor in Spanish from UCLA. She is fluent in both Spanish and English, allowing her to connect and support more people’s journeys. Evelyn values building meaningful, long-term relationships and believes that open communication and collaboration are essential to creating effective, personalized financial plans.

She joined Trilogy in 2025 as an Investment Advisor Representative with Trilogy Capital Inc., where she holds her Series 65 registration and California Life and Health Insurance License.

Outside of the office, Evelyn enjoys reading, being outdoors, and music—often playing the piano in her free time.

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Meet Evelyn’s Team

Scroll through to see each of the Advisors

Joe SIrgy
Sr. Vice President of Wealth Management

Joseph Sirgy, MBA, CFP®

800x800_0004_2021_WC_Justin-Tyrrell
Vice President of Wealth Management

Justin Tyrrell

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

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.

Get Started on Your Financial Life Plan Today