Sylvia James

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 with her fiancé Jesse and their dog Emma. Outside of work, they enjoy wine tasting, boating, camping, and off-roading.