Taking an individualized planning approach, Diego De Los Santos focuses on the client and their specific situation. Diego incorporates his client’s values, risk acceptance and time horizon to strategize and work towards their financial goals. Working hand in hand with his clients, he creates and monitors a client-specific financial strategy with an emphasis on year over year improvement.
Joining Trilogy Financial in 2014, Diego has financial experience in investment planning, retirement planning and risk management. Diego is also knowledgeable in employee benefits planning, income tax planning, estate planning and insurance planning. Wanting to provide his clients with the most up to date information, Diego holds his Series 65 registration with Trilogy Capital, Inc. He also holds a California Life and Long-Term Care Insurance License.
Diego is also actively involved with local schools, encouraging students to begin planning for college at an early age. Away from business, he relaxes by hiking, running and playing soccer. Most importantly, Diego enjoys spending time with his family.