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Enjoys hiking, running & playing soccer

Prides himself on the client experience

Loves spending time with his family

Actively involved with local schools

Will video conference with clients to make it easier

Get to Know Diego

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.

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Meet Diego’s Team
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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