UC Riverside Alumni
Ambassador with the Covina Chamber of Commerce
Inland Valley Hope Partners, Finance Committee Member
Celebrates the same birthday as Elvis Presley
Proud father of 3
Will video conference with clients to make it easier
Gabriel DeLuna works with his clients in order to pursue a well-rounded financial plan that makes sense for their specific situation. He believes the first step to a good plan is to talk through each goal and priority with someone that listens.
Before joining Trilogy Financial, Gabriel worked for one of the largest privately held companies in the United States for 10 years. Prior to that time, he received his bachelor’s degree from the University of California at Riverside. He now holds FINRA Series 6 and 63 registrations with LPL Financial, Series 65 registration with Trilogy Capital, Inc., and also holds a life, health, disability, and long-term care insurance license from the State of California.
Outside the office, Gabriel is an Ambassador with the Covina Chamber of Commerce. He also serves on the finance committee for Inland Valley Hope Partners, an organization focused on eradicating hunger and homelessness in the community. In his free time, he enjoys travel, artwork and the culinary arts with his family.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.