Member of Corona Chamber of Commerce
Received Trilogy’s awards Rising Star* & Top Estate Referrals**
Has his real estate license
Avis Sport’s Fan
Will video conference with clients to make it easier
Derrick began working at Trilogy in 2014 with a desire to inspire and empower everyday Americans. He enjoys developing his relationships with his client partners and helping them succeed. He believes knowledge is power, which is why he is passionate about sharing the tools, resources and services that Trilogy provides to positively impact a client’s life and financial plan.
He currently lives in Corona and is very involved in the local community. He is a member of the Corona Chamber of Commerce and participates in the Corona High Annual 5k Run that benefits the Corona High School Girls Athletics. Derrick also enjoys an active lifestyle. If he isn’t snowboarding, you may find him on a soccer, football or softball field swinging for the fences. If you find him on a golf course, make sure you stand in a safe place.
Derrick graduated from Loyola Marymount University with a Bachelor of Arts in Business Administration. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds his Life, Health and Long-Term Care Insurance License, as well as his Real Estate License.
*The Rising Star award is given to the advisor with the highest weighted production for the past 24 months and started in the field in within the last 36 months.
**The Top Estate Referrals award is given to the advisor who made the most referrals to the Law Office of Mark E. Lewis for the year.
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.