Jeff Seuferling, CFP®

Jeff Seuferling has always been a saver. He started work at an early age, saving money into the old-fashioned passbook savings account. His lifelong motivation to prepare for the future made it a natural transition into a career to help others save for financial independence. His practice, though, moves beyond simple saving and focuses on comprehensive, big-picture Life Planning.

After receiving his accounting degree from the University of Central Missouri, Jeff gained experience in real estate, investments, taxes and estate planning. Once he joined Trilogy Financial, he opened the firm’s first expansion branch in Corona, CA. Over the years, he has trained many successful Advisors from various backgrounds. Utilizing his personal experience and the firm’s intense, ongoing training program, Jeff is working to ensure that all of Trilogy Financial’s Advisors are providing their clients with consistent and client-centric service.

A CERTIFIED FINANCIAL PLANNER™, Jeff has over two decades of experience with Trilogy and in the financial industry. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration.  He holds his Series 6, 7, 24, 51 and 63 Registrations with LPL Financial and also holds a license for Life Insurance.