His family has been in the financial planning business for 40 years (with LPL)
Placed in Trilogy’s Top “Baker’s Dozen” Advisors* every year & earned Trilogy’s #1 Advisor for 3 years
Ranked in top 20% of LPL Advisors based on annual production among LPL Advisors only
Participates in CHOC’s Volunteer Cuddlers program (1000+ hours)
Cal State Chico Alumni, BA in Communications
Will video conference with clients to make it easier
Cary Boring is a fixer. In fact, prior to his time with Trilogy, he worked for ten years as an application engineer, fixing
problems with new solutions on military spec electronics. He transitioned into financial planning out of his desire to have
an effect on people rather than just things.
Cary enjoys golf, tennis, fishing and recently pickleball. Cary has been married to Truly for 27 years and they have two daughters
— Baylor, who is 22 and graduating from Cal State Chico, and Tenley, a Junior at Newport Harbor High School.
While his passion is to help others, he does recognize that his role as a Financial Advisor is more facilitator than fixer. His
personal motto is: “theory means nothing unless you practice it,” which emphasizes the individual’s sense of agency. This
is why he works with his clients to show them how their actions impact their own specific path to financial independence.
With more than two decades of experience with Trilogy and in the financial industry, Cary specializes in complete fee-based
planning with an emphasis on distribution and estate strategies. He is an Investment Advisor Representative with
Trilogy Capital, Inc. He holds his Series 7, 63 and 66 Registrations with LPL Financial and also holds a Life and Long
Term Care License
* The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
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.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.