Trilogy Financial, a privately-held financial planning firm with more than $2 billion in client assets, utilizes a combination of our latest technology and broad perspective to help you advance your tomorrows.

Jeffrey Hackbarth, CFP®

Senior Vice President of Wealth Planning

West Covina
1000 Lakes Drive
Suite 325
West Covina, CA 91790

Jeffrey serves on the Board of Directors for the Ontario Chamber of Commerce, a position he has held since 2012. Additionally he sat on the Board of Directors for the Upland National Little League for two years.

Success can only be achieved by a strong work ethic and a commitment to work. Jeffrey learned both of these characteristics at a very early age from the family business, Del Taco, which his grandfather founded. Since he was 6 years old, his father would take him to work and he would learn firsthand the value of a dollar, literally, his hourly wage.

Jeffrey joined Trilogy Financial in March of 2008, yearning for the opportunity to make a difference in the world, one person at a time. He attributes his passion and desire to help people to the family business. He was trained by his grandfather about what customer service really means. His grandfather still works in the Del Taco stores and delivers food to the dining patrons. His superior client service skills were then honed from his association with prestigious companies such as Patina Restaurant Group, and Marriott Hotels and Resorts where Jeffrey was an integral part of the management team.

As a testament to Jeffrey's work ethic, he was quickly promoted to be the first Vice President of Investments in West Covina in 2010 and then to Senior Vice President in 2013. He also received his certification in financial planning to receive the coveted marks of CFP®, a CERTIFIED FINANCIAL PLANNER™. He attributes his rapid promotion to “always putting the client first,” just as he did when he worked for the family, Marriott and at Target.

In 1997, he earned his B.A. from Loyola Marymount University in Los Angeles. He is an Investment Advisor Representative and holds the Series 7, 63, 65, Life and Long Term Care insurance licenses.

Jeffrey lives in Upland with his wife Valerie and three sons, Jeffrey, Jacob, and Joshua. He coaches their baseball teams and the family looks forward to their summer camping in our beautiful National Parks. The family goal is to get their passport stamped at every National Park.


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