Real Relationships for Realistic Financial Planning
No matter what life stage you’re in or your net worth, the financial professionals at Trilogy Financial can help you with personalized financial service in reaching your financial goals. We get to know you as a person, not a number, and create wealth management strategies and protection for your real-life situation. We’re in it for the long run in building a relationship that can help set you up for success now and in the future.
We’ll listen to your current situation, assess your needs and make a life plan to support your financial goals. Then we implement your plan, monitor and adjust so you stay on track.
Our sunshine-soaked, Huntington Beach, California office is our corporate headquarters. It houses our Compliance, Marketing, IT and Human Resources departments and our new Trilogy Service Team.
At Trilogy, we help everyday Americans navigate financial challenges as they arise. In our Huntington Beach office, we have a team of financial professionals who specialize in all areas of financial planning, including:
It may seem a long way down the road, but you may need a caregiver or assisted living at some point in your long life. We can help you plan financially for long term care. Read more in our blog.
Creating an estate plan for those you leave behind can help reduce stress at a difficult time. We can help with legacy planning and gifting strategies. Read more in our blog.
Enjoying a financially comfortable retirement requires planning. We can help with a strategy for where you are now and where you want to be in the future. Read more in our blog.
Plus much more.
With Trilogy, you don’t just have an Advisor; you have a whole team in your corner.
Our experts consist of fiduciaries with multiple CFP’s. They are specialists in planning techniques, planning software and bring decades of experience in advanced protection planning. Their distinctive abilities enable us to give you customized guidance — coaches that will move toward achieving your real-life goals.
Our Huntington Beach location features a strong leadership team that includes:
Jeff Motske – is the co-founder of Trilogy Financial and committed to helping people reach financial independence. Early in his career, Jeff recognized that much of the financial industry is disconnected most from Americans’ real-life, everyday issues. In 1999, he partnered with Kevin Mackintosh to form Trilogy Financial to bring together financial, tax and estate planning for people at all income levels. He later spearheaded the creation of Trilogy Capital, an RIA asset management firm that provides investment solutions.
Through his book, “The Couple’s Guide to Financial Compatibility,” and his podcast, “The Jeff Motske Show,” Jeff provides real financial planning advice to real people and has been featured in several national publications, including the Wall Street Journal, USA Today, Kiplinger, Business Insider, Forbes and CEO Forum Magazine. Follow him on Twitter @JeffMotske
Eric Perkins – has been the Managing Vice President for Trilogy since 1999. As Trilogy’s Regional VP for West Covina Region, Eric specializes in managing portfolios and focusing on retirement and college education. His clients consist of individuals and businesses in the construction, legal and public services.
Eric is an OSJ Delegate and Registered principal affiliated with LPL Financial and is an Investment Advisor Representative with Trilogy Capital, Inc. He is a member of the West Covina Chamber of Commerce and his registrations include the 7, 24, and 63 with LPL Financial and the series 66 with Trilogy Capital, Inc. He also holds the California Insurance License for Life & Disability.
Chad Sinclair – is the Chief Financial Officer at Trilogy Financial. He joined the company in 2019 to oversee the transformation of finance and accounting, investor relations, capital markets, corporate development and technology strategy. Chad holds a Bachelor of Science degree in Applied Accounting from Oxford Brookes University and a Certified Public Accountant license.
Cary Boring – has nearly two decades of experience with Trilogy and in the financial industry. He specializes in complete fee-based planning with an emphasis on distribution and estate strategies. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. Cary also holds his Series 7 and 63 Registrations with LPL Financial and a Life and Long Term Care License.
David Huisinga – joined Trilogy Financial in 2002 as a Financial Advisor and later helped open the Trilogy office in Corona, California. He has a deep understanding of the Social Security system and frequently holds workshops to help people grasp the options and benefits available to them. He has distinguished himself as one of the company’s most productive and diligent executives, earning him a top spot for the past 17 years in Trilogy’s prestigious Baker’s Dozen Award.*
Thomas Walden – believes in making sure his clients receive truly customized advice and strategies to help position them for financial progress. His active asset management, fee-based advisory services, and relationships with legal, business, and tax advisors help facilitate wealth accumulation strategies, asset preservation, and wealth transfer for individuals and families. He advises on current asset allocations and techniques to generate streams of income for an independent retirement along with tax-efficient exit strategies. Thomas has consistently been one of the top 13 investment advisors since the company’s inception.*
*The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
Let’s Build a Strong Financial Future – Together
Financial independence is all about accumulating wealth and protecting it so you can enjoy your life at every stage. Let’s create the future you desire and deserve.