Alumnus Purdue University & MBA from LMU
Sings & plays guitar
San Gabriel Valley Fiduciary Roundtable; Business Network International (BNI)
Trilogy’s Top “Baker’s Dozen” Advisors*
Accredited in every U.S. State
Dave Ramsey SmartVestor Pro*
Joe Sirgy is a qualified Dave Ramsey SmartVestor Pro** for investing and financial planning.
Joe came to Trilogy with a wealth of business management experience. With an MBA and over 20 years in management positions of increasing responsibility at Fortune 500 companies, Joe came to Trilogy in 2003 with extensive management and coaching experience. His move to Trilogy was prompted by his passion to help others. He explains, “After years of helping corporations experience financial success with their businesses, I wanted to be in a position to help individuals pursue the same for themselves.”
His coaching skills are not limited to his clients. In addition to helping hundreds of clients on their way towards financial independence, he also trains and assists other advisors in their professional development. Furthermore, Joe is a member of the San Gabriel Valley Fiduciary Roundtable and Business Network International.
Joe is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 6, 7 and 63 Registrations with LPL Financial and holds Life, Health, Disability and a Long-Term Care License.
* The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
** The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
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.