Toastmaster Competent Communicator
Affiliated with the DAS Foundation & Society of Saint Vincent de Paul
Passionate about the outdoors, hunting & fishing
MBA from Thunderbird School of Global Management
Will video conference with clients to make it easier
Simply put, Gonzalo de León Plata is here to serve people by empowering them. Born into a family of teachers, he is a firm believer that education is the greatest gift you can give to someone to improve their quality of life. It is this belief that drives him to share financial information at schools, churches and other nonprofit organizations. Additionally, Gonzalo is trilingual and is a former international business consultant. His work with businesses abroad has allowed him to foster relationships with people from different backgrounds and made him “very comfortable with the uncomfortable.”
When he is not helping clients with their financial goals, he is volunteering at various nonprofits, such as the DAS Foundation and the Society of Saint Vincent de Paul. He plays on his Rugby team, “The Old Boys,” and loves outdoor activities like hunting, fishing and curing meats.
Gonzalo has an MBA from Thunderbird School of Global Management and his Professional Plan Consultant (PPC) designation. Currently, he holds the Series 6 and Series 63 registrations, with LPL Financial and Series 65 registration with Trilogy Capital Inc., as well as Life and Health Insurance License.
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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.
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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.