Azusa Pacific University, Bachelors degree in Business Management
I’ve lived across the whole country
Enjoys hiking, swimming, and traveling
Will video conference with clients to make it easier
Nicholas Klugh is a recent Azusa Pacific University Graduate. He attended APU in order to find his calling in life, which lead him to the Finance Industry. Throughout the last few years, Nicholas has worked four different positions at Trilogy Financial Services, working his way up from Intern to Investment Advisor Representative. Through his experience in each role, he’s fallen more and more in love with striving to help individuals pursue their personal financial goals.
Coming from a Military household Nicholas was raised as a military brat. He moved over eight times before he was eight, ultimately finding his home along the beautiful coast of San Diego. Being raised in a military household Nicholas holds strong to his two pillars of core belief, Integrity & Perseverance. As his dad always said, “To be a good person is to do the right thing when no one is looking, the joke is no one is ever looking”.
He’s not just a numbers person, Nicholas takes part in his community by participating in a program known as Motivating the Teen Spirit. As a Teen Facilitator, he’s been part of a group that has helped thousands of teenagers to forgive and be able to move past traumatic and/or hurtful experiences.
Nicholas is solely an Investment Advisor Representative of Trilogy Capital, and not affiliated with LPL Financial.
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.