17011 Beach Blvd, Suite 800, Huntington Beach, CA 92647
As one of our earliest offices, Trilogy is proud to call "the birthplace of California" home for nearly 20 years. With a diverse staff who specialize in helping Huntington Beach balance their passion for work and play, Trilogy is here to help you navigate the waters wherever your story takes you.
(714) 843-9977
MEET HUNTINGTON BEACH'S ADVISORS
Jeff Motske, CFP®
President and CEO
Jeff Motske is an author, an accomplished executive, radio personality and recognized among the top 1% of financial advisors in America...
(714) 843-9977
Cary Boring
Senior Vice President of Investments
Numbers tell a story, and in financial planning, they tell the only story that matters. Ask Cary Boring, a financial planner who presents in...
(714) 843-9977 x2124
Dave Huisinga
Senior Vice President of Investments
As Senior Vice President of Investments at Trilogy Financial, David Huisinga has distinguished himself as one of the company's...
(949) 852-7830
Tom Walden
Senior Vice President of Investments
Thomas Walden believes that financial planning must always be individualized, never generalized. That's why he makes sure that his clients...
(714) 843-9977 x2123
Hallie Dena
Wealth Advisor
While past decisions and future dreams are important in understanding clients and how to help them, focusing on the present allows Hallie to design financial plans...