Alumni, Biola University
Involved with Cornerstone Community Church
Enjoys boating, off-roading & camping
Grew up in San Francisco
Will video conference with clients to make it easier
Sylvia joined the Trilogy team in 2019 where she started out in an administrative capacity; however, her passion for serving others and desire to be more hands-on and on the frontline of serving clients quickly evolved her role here at Trilogy. Her practice focuses on comprehensive, goal-based planning that integrates wealth and asset management and investment, retirement, and protection planning strategies. Sylvia believes that successful and thriving financial independence is achieved through perseverance, discipline, and determination. Her commitment to providing consistent, client-centric service and comprehensive education and resources to each client is the foundation of her clients’ success
Sylvia was born and raised in the San Francisco Bay Area and later moved to Orange County where she attended Biola University. After graduating with her Bachelor of Arts in Sociology, Sylvia obtained experience in debt consolidation and accounting, which ultimately led to her career in the financial services industry. Sylvia is an Investment Advisor Representative with Trilogy Capital, Inc., and currently holds her Series 65 registration, as well as her California Life and Health Insurance License.
She currently resides in Canyon Hills, CA with her husband Jesse, their dogs Emma and Penny, and their newest addition to the family – their daughter Harper. Outside of work, they enjoy spending time as a family, traveling and exploring new places.
Sylvia is solely an Investment Advisor Representative of Trilogy Capital, and not affiliated with LPL Financial.
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.