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.
Building a Financial Plan that can withstand the risks of life is complicated.
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.
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.
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.