We Have the Know-How You Need to Create a Personalized Financial Strategy
Our Financial Professionals know all areas of finances. However, they aren’t “Jack of All Trades, Master of None.” They have expertise in specific areas they enjoy working in and backgrounds that lend themselves to the kind of experience you can only get hands-on. So no matter where you are in your financial journey, we have an Advisor who can relate and make recommendations to create a custom financial Life Plan that will take you from where you are now to where you want to go.
Located in Orange County, California, our Irvine financial professionals are here to serve you.
When it comes to your money, you want an Advisor who listens and understands your financial situation and can help provide solutions to your challenges. Our Wealth Managers do just that, and we can match you with someone who specializes in specific areas of financial advice, including:
Long Term Care Planning
If you assume Medicare will take care of your health issues in your retirement years, you’re leaving yourself vulnerable. This government-run insurance is subject to changing rules, and it doesn’t cover needs such as in-home caregivers or assisted living. Our Advisors can help you plan for the future and your healthcare needs. Read more in our blog.
Tax Planning Advice
Overpaying taxes can cost you in time and lost interest earnings. Our Wealth Advisors can help you figure out how much you need to pay and take advantage of tax harvesting and charitable giving, so you keep more of your money where it can grow. Read more in our blog.
Investment Planning Strategies
If you’re just putting your money in a savings account, you’re missing out on potential growth that can give you the kind of retirement you dream about. We know investing can be confusing to do on your own. That’s why our Financial Advisors can provide strategies that coincide with your comfort level and how much risk you want to take. 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 experienced professionals are investment fiduciaries. 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 Irvine location features a strong leadership team that includes:
Jim Young is a VP of Wealth Management – He is focused on the client experience, working and coaching his clients to make the right decisions that pave the way to financial independence. He works primarily with Baby Boomers (those born between 1946 and 1964) who are either retired or nearing retirement with a nest egg of at least $500,000. Jim helps with common questions around retirement goals such as paying for an active lifestyle without running out of money, paying the least amount in taxes, long term care planning and estate planning. He has nearly two decades of financial planning experience and is a Registered Principal affiliated with LPL Financial with which he holds Series 6, 7, 24, 51 and 63 registrations. He holds the Series 65 registration with Trilogy Capital and a Life and Health Agent License. Jim is also a SmartVestor Pro.
Joe Fischman is a VP of Wealth Management – He enjoys helping his clients through comprehensive education and objective evaluation of their financial needs and goals. He began his career in 1982 when he joined forces with three colleagues to open an agency that designed and marketed comprehensive risk management financing methods. Valuing Trilogy’s approach to building long-term relationships and assisting clients with financial, estate and tax strategies through the collaboration of strategic partners, he joined the firm in 1999. He is a volunteer for the JCC Maccabi Games and a member of the Solomon Society. Joseph also earned the Jewish Family Service Volunteer of the Year award in 2002. Joseph holds the Series 6, 7 and 63 registrations through LPL Financial He holds the Series 65 registration through Trilogy Capital, Inc., as well as the California Life Insurance certification.
Ahmed “Ed” Ghulamali is a VP of Wealth Management – Ed has a passion for helping others succeed – both his clients and the Advisors he works with. An accomplished speaker, Ed is involved in an educational initiative to assist the community in understanding the financial world. Ed holds a Bachelor’s Degree in Science from the California State Polytechnic University, Pomona with a concentration in Finance, Real Estate and Law. He was awarded TOP Managing Partner** in the company from 2004 through 2007. He holds Series 7 and 63 registrations through LPL Financial, the Series 65 registration through Trilogy Capital, Inc. and also holds the California Life Agent License (CA Insurance Lic. #0B47088).
Mike Loo, MBA is a VP of Wealth Management. Mike is all about a comprehensive approach. He helps clients understand that all financial areas are equally important to pursuing their goals. Mike spends much of his time staying up to date on all aspects of financial, tax and estate planning, especially in the areas of wealth accumulation, distribution strategies and wealth transfer strategies. He is currently an Investment Advisor Representative with Trilogy Capital, Inc., holding his Series 65 Registration. He also holds his Series 6, 7 and 63 Registrations with LPL Financial. He is one of Trilogy’s Top “Baker’s Dozen” Advisors*** and a Circle of Excellence**** winner.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL Financial.
** Top Managing Partner: awarded for most revenue produced by a partner group.
***The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
****The Circle of Excellence is an exclusive conference for Trilogy Financial Advisors. Invitations are given to 20% of Trilogy advisors based on annual production.
Let’s Build a Strong Financial Future – Together
With understanding and compassion, our Financial Advisors take their enthusiasm for helping others and apply it to working with you to create a custom financial Life Plan. They’ll provide you with a strategy that’s easy for you to follow and stick with in your journey to and through retirement.
Thomas Bennett, Jeffrey Brummett and Nick Dalafu are solely investment advisor representatives of Trilogy Capital, and not affiliated with LPL Financial.
Sam Darden, Elizabeth Mothershed and Andrew Tanzer offer Advisory Services through LPL Financial, a Registered Investment Advisor.