BA International Business with a Minor in Psychology from UCSD
I grew up in San Francisco and love representing my hometown.
I love sports- I played football in high school and now train daily in Jiu Jitsu.
I love cooking and plan to open a restaurant one day.
Born and raised in San Francisco, Noel grew up understanding the importance of being able to plan and prepare for the future. The only child born from a family of immigrants from the Philippines, Noel watched as his family started with nothing and build themselves up to sustain themselves for their future. Growing up in that environment, while also being surrounded by peers with similar situations as him, brought Noel to the realization that knowledge and smart decisions would bring him freedom later in his life.
Noel thus saw education as his ticket to bring not only his family, but everyone else around him out of their current struggles into a life that offers more freedom and flexibility. He became the first in his family to attend college, graduating from UC San Diego with a degree in International Business with a minor in Psychology. It was in college that Noel became aware of financial advising, and believed it was the perfect opportunity to learn more about planning for the future while helping and supporting others as they planned for their futures as well.
Noel’s past experiences gave him the confidence and knowledge to pursue the career he is in today, driving him to help and uplift others through thoughtful planning and understanding each individuals’ specific goals and needs. Noel wants those that he works with to feel supported and confident in pursuing their goals.
Noel 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.