20+ years in hospitality & retail
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Enjoys camping & roadtrips with the family
Will video conference with clients to make it easier
Jeffrey Hackbarth joined Trilogy Financial in March of 2008, yearning for the opportunity to make a difference in the world, one person at a time. He attributes his passion and desire to help people to the family business. His grandfather founded Del Taco, and Jeffrey’s father had him work there as early as the age of six to learn the value of a dollar, which just happened to be his starting hourly wage. His superior client service skills were sharpened from his association with Patina Restaurant Group and Marriott Hotels and Resorts, where Jeffrey was an integral part of the management team.
Jeffrey’s belief that success can only be achieved by a strong work ethic and a commitment to community, which he has honed with his time at Trilogy. He is a Loyola Marymount University alum and is an Investment Advisor Representative with Trilogy Capital Inc. in which he holds his Series 65 registration. He also holds FIRNA Series 7 and 63 registrations with LPL Financial, as well as Life and Long-Term Care Insurance Licenses.
Just as he works with retirees and families to transition to the next phase in their financial life, he also works in the community to ensure progress towards collective goals. He recently served as Chairman of the Board for the Greater Ontario Business Community and has sat on the Board of Directors for the Upland National Little League for two years. Jeffrey also values the time he spends with his family, who looks forward to their summer camping trips in our beautiful National Parks. The Hackbarth family’s goal is to get their passport stamped at every National Park.
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.