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.

Scott Babbitt

Vice President of Investments

Irvine
2601 Main Street
Suite 200
Irvine, CA 92614

Scott Babbitt believes that financial planning must always be individualized, never generalized. That’s why he makes sure that his clients receive truly custom, considered advice and solutions. His independent, unbiased planning and analysis helps position them for financial progress.

At Trilogy, Scott likes the close relationships he creates with clients, and the sense that his advice is making a real difference in their lives. His active asset management, fee-based advisory services and relationships with legal, business and tax advisors help to facilitate wealth accumulation, asset preservation and wealth transfer for individuals and families.

Away from work, this California State University, Long Beach graduate is an avid (and good) golfer and well-known in his community – a community he’s happy to help through his knowledge and insight.

All information herein has been prepared solely for informational purposes and is not an offer to buy, sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Advisory services provided by TrilogyCapital, Inc, a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm, on which company's behalf services are being provided. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to affect transactions in securities or the rendering of personalized investment advice for compensation will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements or an applicable exemption or exclusion. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice. NPC Privacy Policy.