Lifelong Corona resident
University of California, Riverside Alumni
B.A. in Business Economics
Joined Trilogy in 2017
Will video conference with clients to make it easier
Jonathan has always taken an interest in money; always saving and investing. This interest in money drove him to the career that he has now. Jonathan has an inner-drive to support his clients to make financial harmony a reality. His drive grew from his parents teaching him the value of money and the potential it always holds. He joined the Trilogy team in 2017 which gave him the opportunity to do what he loves most: helping people.
Since graduating in 2017 with his B.A. in Business Economics from the University of California, Riverside, Jonathan has attained his series 65 registration and is currently an Investment Advisor Representative with Trilogy Capital, Inc. He also holds a Life Insurance License in California (CA #0M47542).
As part of the Trilogy Financial team, Jonathan collaborates with each team and utilizes the specialties of each member to give their clients the best experience. The team approach had proven to be effective and efficient in guiding clients to achieve their financial goals.
Jonathan has resided in the city of Corona all his life, and enjoys its natural beauty and diversity. Jonathan and his college sweetheart Jaclyn spend their weekend’s couponing, hiking and visiting the beaches of San Diego. The couple cherishes time spent with their friends, especially when delicious cuisine is involved.
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.
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.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
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.
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.