Fluent in Spanish
Trilogy Advisor since 2010
Enjoys water skiing
Passionate about classic cars
Will video conference with clients to make it easier
Tony has a true passion for financial planning and investing, and he harnesses that passion to help his clients improve their financial future. He designs comprehensive financial plans that are specifically tailored to the unique needs of each client, taking into account their age, financial situation, risk tolerance and goals.
While Tony has worked for Trilogy Financial Services since 2010, he has over 25 years of investing experience. Throughout that time, he has consistently strived to provide clients with unsurpassed financial planning and investment management services. He believes in empowering his clients, which inspired him to write his book, “Financial Success for the Rest of Us.” Tony is also a bilingual Advisor, working with clients who speak English or Spanish.
Tony specializes in investment management, wealth preservation strategies and risk management. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 6, 7 and 63 Registrations with LPL Financial as well as his Life Insurance License. He also holds a Certificate in Financial Planning.
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.