Get Started

Get Started on Your Life Plan Today






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

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

Get to Know Cary

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.

Read More
Meet Cary’s Team
Scroll through to see each of the Advisors

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