Wealth Management Assistant

Zachary Ernisse

San Diego
Risk Management
Investment Planning Strategies
Wealth Management
Education Planning
Retirement Planning

"Some people want it to happen, some wish it would happen, others make it happen." – Michael Jordan

Wealth Management Assistant

Zachary Ernisse

San Diego
Risk Management
Investment Planning Strategies
Wealth Management
Education Planning
Retirement Planning

"Some people want it to happen, some wish it would happen, others make it happen." – Michael Jordan

Graduate of UC San Diego

Baseball fanatic and former D1 player

Passionate about traveling

Enjoys connecting with family and friends

Get to Know Zachary

Zachary Ernisse is a Wealth Management Assistant at Trilogy Financial and a graduate of UC San Diego, where he earned a Bachelor of Science degree with a minor in Entrepreneurship and Innovation. He joined Trilogy in 2025 and brings a deep passion for helping individuals gain clarity and confidence in their financial lives. Having always been drawn to understanding how finances work, Zachary pursued a career in wealth management so he could share that knowledge with others and help simplify what can often feel like an overwhelming world.

Before starting his career in finance, Zachary competed as a Division I baseball player at UC San Diego, an experience that instilled in him discipline, teamwork, and a strong commitment to personal growth. Today, he channels those same qualities into supporting clients and building meaningful, long-term relationships.

Outside of the office, Zachary enjoys staying active whether it’s playing baseball, golf, pickleball, or soccer. He loves spending time outdoors, exploring new activities, and connecting with friends and family. Always curious and eager to learn, he strives to bring positivity, energy, and continuous improvement to both his personal life and his work with clients.

Zachary is an Investment Advisor Representative with Trilogy Capital, and holds his Series 65 registration and California Life and Health Insurance License.

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Meet Zachary ’s Team

Scroll through to see each of the Advisors

2021_SD_Eric-Johnson_V2
Vice President of Wealth Management

Eric Johnson, AIF®

gary sussman
Vice President of Wealth Management

Gary Sussman, CFP®

San-Diego_Windus_2023
Senior Vice President of Wealth Management

Windus Fernandez Brinkkord, AIF®, CEPA

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

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.

Get Started on Your Financial Life Plan Today