Cal State Long Beach Alumni
Service-oriented background in the hospitality industry
Will video conference with clients to make it easier
Jeffrey Brummett comes from a service-orientated background in the hospitality industry. This experience helped him develop the superior service skills that he carries into his practice. Each and every client is treated with both a respectful and welcoming attitude that helps foster a genuine trust. This trust then facilitates a client-focused experience that keeps the client’s best interest as the primary consideration.
Born and raised in Orange County, California, Jeff graduated from California State University, Long Beach. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds his Life Insurance License. Jeff transitioned to the financial industry after a decade of working in the hospitality industry in order to help people on a more personal level. He partnered with Trilogy after determining that the firm matched his client-focused philosophy.
In his spare time, Jeff enjoys spending time with his large extended family. His hobbies include fishing, cooking and reading.
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.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
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.