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.

Sean Kennedy

Regional Vice President

Scottsdale
16427 North Scottsdale Rd.
Suite 420
Scottsdale, AZ 85254;

Sean Kennedy grew up in Pasadena, California. His father was a stock broker at Merrill Lynch and UBS/ Paine Webber for twenty-seven years before he retired. As a lesson in investing, Sean’s dad bought him and his two siblings stocks when they were all in junior high. Sean owned Ralston Purina at age fourteen, an early lesson that taught the benefits of saving early and how stock investing has the power to build wealth over time.

Sean graduated from the University of Redlands with a bachelor’s degree in Government. Sean began his career in financial services in 1997 with Sun America Securities. He worked there for two years before leaving Sun America, in order to join Jeff Motske in the founding of Trilogy Financial.

Sean was a very successful Managing Partner for Trilogy before moving to Scottsdale to open up Trilogy’s regional center there as the Regional Vice President. Sean and his wife and three children moved to Scottsdale, Arizona in 2010 to open up the Scottsdale Trilogy Branch. Sean and his family settled into the desert life fairly quickly and, although they miss Southern California at times, they are very happy to be in Arizona.

Sean holds the Series 7, Series 66, Series 24, and Life and Health Licenses.

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