Rebecca DeSoto, CDFA®

Rebecca DeSoto is driven by a passion to help others transition to a better way of living. Starting her career at Trilogy in 2014, she helps her clients navigate one of the most critical and applicable avenues in their lives – their personal finances. Rebecca loves helping individuals and families build the daily productive habits that contribute to achieving their wildest dreams while prioritizing goals along the way.

It is that passion to help those in transition that led Rebecca to become a Certified Divorce Financial Analyst (CDFA) and to be a member of the Institution of Divorce Financial Analysts. She is also a speaker through CLC Incorporated, a leading provider of legal and financial programs. Rebecca is an Investment Advisor Representative with Trilogy Capital, Inc. in which she holds her Series 66 Registration. She holds Life, Accident and Health Insurance Licenses.

Rebecca is also a monthly volunteer at the Sobriety House in Denver. Passionate about traveling, Rebecca has also volunteered in Kabwe, Zambia to teach HIV/AIDS awareness. A Colorado native and a University of Colorado at Boulder alum, she loves going to the mountains and hiking with her family.