UCSD Alumni, B.A. in Economics
Sacramento Kings fan
Enjoys weightlifting, basketball, swimming & golf
Loves watching movies & tv shows
Will video conference with clients to make it easier
Noah’s path to financial advising was originally influenced by his mother who is a kindergarten teacher. Her passion for teaching and the lack of financial education in the school systems today called Noah to be a Financial Advisor. He has helped educate hundreds of families get the best out of their financial situations. Noah graduated from the University of California, San Diego with a B.A. in Economics.
Originally from Sacramento, Noah grew up watching the Kings. His passion for basketball didn’t stop there though, as he is a sports fanatic…and even won MVP on his high school basketball team. When he isn’t on the court, Noah likes to spend his time watching some of his favorite movies and TV shows, such as Star Wars and Game of Thrones.
Noah puts the ball back in his client’s financial court, by focusing on: risk management, paying down debt, investment planning strategies, wealth management and retirement planning. Noah holds the FINRA Series 65 registration as well as the California Life, Disability, and Long-Term Care Insurance License.
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.