Joseph Sirgy, CFP®

Joe Sirgy is a qualified Dave Ramsey SmartVestor Pro** for investing and financial planning.

Joe came to Trilogy with a wealth of business management experience. With an MBA and over 20 years in management positions of increasing responsibility at Fortune 500 companies, Joe came to Trilogy in 2003 with extensive management and coaching experience. His move to Trilogy was prompted by his passion to help others. He explains, “After years of helping corporations experience financial success with their businesses, I wanted to be in a position to help individuals pursue the same for themselves.”

His coaching skills are not limited to his clients. In addition to helping hundreds of clients on their way towards financial independence, he also trains and assists other advisors in their professional development. Furthermore, Joe is a member of the San Gabriel Valley Fiduciary Roundtable and Business Network International.

Joe is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration.  He holds his Series 6, 7 and 63 Registrations with LPL Financial and holds Life, Health, Disability and a Long-Term Care License.

* The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.

** The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.