Get Started

Get Started on Your Life Plan Today






We use cookies to ensure our visitors have the best browsing experience on our website.

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. 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.

Read More
Meet Alejandro’s Team

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