BBA from California State University of Fullerton
Played Ice Hockey for CSUF
Anaheim Ducks Fan
Holds a California Life, Accident, and Health Insurance license
Will video conference with clients to make it easier
Peter has always understood the value of planning ahead. From an early age, Peter would wake up at the crack of dawn ready for baseball and hockey practice. His routine the night before included laying out his clothing, both sets of equipment, and making sure everything was in place – knowing that if he planned ahead, it would set him up for success. Preparation for the future is something that became hardwired into Peter’s life.
It was only natural for Peter to pursue an education in the financial planning industry at the California State University of Fullerton. He attended the Mihaylo College of Business and Economics achieving a Bachelor of Business Administration with a concentration in Financial Planning.
Eager to share his passion for financial planning, Peter started working with Trilogy in 2021 as part of the MACK service team where he assisted advisors with client onboarding and account maintenance. Through this experience, Peter moved into his current role, where he is able to work more closely with clients to help them better understand the value of financial planning and help them work towards their personal goals.
Peter was born and raised in Orange County. Outside of work he enjoys playing hockey, baseball, and golf. He holds the FINRA Series 65 registration with Trilogy Capital as well as the California Life, Accident, and Health Insurance License.
Peter Toelkes 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.