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    Support team with Dave Ramsey  & Andres Gutierrez Profesional Recomendado programs

    Alumni University of Houston, MBA

     

    Likes running & going to the gym

     

    Worked with multinational companies in finance consultancy

     

    Will video conference with clients to make it easier

    Get to Know Alejandro

    Alejandro joined Trilogy in 2019 and is proud to support his team with the Dave Ramsey and Andres Gutierrez financial freedom programs. He has dedicated his entire professional career to providing valuable insights into the Latin American Markets. He has had the incredible opportunity to work in Mexico, Chile, Brazil and the U.S., which has shaped his personality to provide him with a unique understanding of international affairs and the capacity to speak three languages fluently: English, Spanish and Portuguese.

    He finished his MBA at the University of Houston, Downtown. In addition, he worked in different industries as a Financial Analyst, providing him with a strong background in financial planning. He has also worked internationally in the capacity of account specialist, project manager and management consultant. These roles have furthered his understanding of global economies and the value of constantly delivering his best to work towards client objectives. Living abroad and being part of multicultural teams has helped him to obtain skills in problem solving, adaptability and communication.

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    Meet Alejandro’s Team
    Vice President of Wealth Management
    Gonzalo de Leon Plata

    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.

    Call Us To Get Started. (844) 356-4934