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Gary Sussman
Wealth Advisor

"My South African roots and upbringing give me the perspective to see the world differently and creatively and bring that dynamic worldly view to my clients."

GARY SUSSMAN

A native of South Africa, Gary immigrated to San Diego in 1993, where he later attended San Diego State University and graduated with a degree in Business Administration in Finance. With his educational background, entrepreneurial spirit and keen interest in finance, he was naturally led to his career with Trilogy. His commitment to his client’s stems from witnessing his grandfather’s hard earned nest egg be mismanaged by his financial adviser and by his grandfather’s own poor financial planning. Gary vowed to never let that happen to his clients.

Gary’s immigration has taught him how to master change and support his clients in changes associated with their finances. While Gary is not a psychologist, he appreciates the emotional nature of finances and planning and supports his clients in this way. Gary’s goal as a financial planner is to serve as a positive impact on his clients’ future. His team oriented nature and solution finding strength allows him to contribute to his clients and let them rely on his expertise.

Gary has been a Wealth Advisor with Trilogy Financial Services (Trilogy) since April of 2002. He has played an integral role in managing and training some of the most successful advisors in the firm. He has shared his enthusiasm for financial planning and keeping up with current events through regular appearances on a local radio show, Inside Advantage on AM ESPN 1700.

To Gary’s credit, he currently holds the following FINRA and insurance licenses and registrations and insurance licenses: FINRA Series 6, 7, and 63 registrations held with LPL Financial, FINRA series 66 held with Trilogy Capital, Inc., as well as California Life, Disability, Long Term Care certifications and California Insurance license #0D64620.

Gary currently resides in La Jolla, CA with his wife and 3 daughters. He is competitive by nature and has always enjoyed tennis to get his competitive juices flowing. Growing up in South Africa, he always enjoyed spectator sports such as Cricket and Rugby. Since coming to the USA and settling in the San Diego area, he has become an avid fan of local sports teams. His family plays a major role in his life, which motivates him to strive for success both professionally and personally.

Gary's Client Relationships

Gary and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

MEET GARY'S TEAM MEMBERS
 
WINDUS FERNANDEZ BRINKKORD 
SENIOR VICE PRESIDENT OF WEALTH PLANNING 
 

GLORIA LEFLER
WEALTH ADVISOR
 

GREG BROWN
WEALTH ADVISOR
 

DUSTIN HOLT
WEALTH ADVISOR
 

 

 
 
CALL GARY DIRECT AT
(858) 755-6696 ext. 3115
  Strategic Partners

ASK GARY A QUESTION

 

 
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