Senior Vice President of Wealth Management
“Money grows on the tree of persistence.” — Japanese Proverb
“Money grows on the tree of persistence.” — Japanese Proverb
Cal State Fullerton Alumni
Born in Japan
Enjoys spending time with friends and family
Passionate about football and basketball
Jeanwin Doreus earned his Bachelor’s degree in Finance and Certificate in Personal Financial Planning from California State University, Fullerton, where he built a strong foundation in personal financial planning and wealth management. He currently holds his Series 65 license and California Life and Health Insurance license with Trilogy Capital, enabling him to provide clients with well-rounded advice across investments, insurance, and comprehensive financial strategies.
Born in Japan and raised in a military family, Jeanwin learned the values of discipline, service, and commitment early on—his father proudly serves as an active Marine. These principles have shaped his approach to financial planning: grounded in integrity, empathy, and education.
Outside of work, Jeanwin enjoys spending time at the gym and values health and fitness as part of a balanced lifestyle. He’s also a passionate Dallas Cowboys and Los Angeles Lakers fan who loves watching sports and connecting with others who share that enthusiasm.
What Jeanwin enjoys most about working with clients is seeing their sense of relief and confidence grow as financial challenges turn into clear, achievable plans. For him, developing lasting, client-centered relationships built on trust and gratitude is the most rewarding part of his career.
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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.
