A Path to Financial Independence Through Learning and Doing
Our Advisors know not everyone has access to financial education. It’s not often taught in school or through our parents. So they are happy to step in and share their knowledge and be a financial coach in teaching and encouraging everyday Americans to develop a strategic Life Plan to help them pursue their financial goals.
Our Scottsdale financial professionals are here to serve you.
At Trilogy, our Wealth Managers aren’t just Advisors; they are educators. They believe strongly in financial literacy and will help guide you in making smart financial decisions. In our Scottsdale office, we have experienced professionals who can help you feel financially confident by offering:
Life Event Advice
It’s not enough just to save and invest money for the future. You have to know how to protect it too. Life insurance can help you and your family during a difficult time and provide additional benefits. Our Advisors can guide you to picking the right coverage. Read more in our blog.
With our busy lives, it’s hard to stop and think about the future. Our Wealth Managers will let you dream a little and make a financial Life Plan that will help you pursue your goals of having the retirement you deserve. Read more in our blog.
Budgeting can sometimes feel like we’re depriving ourselves. Our Wealth Managers can help you see how budgeting can put you on the path to being able to afford not just needs but wants that make life more enjoyable, without going into debt. 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 Scottsdale location features a strong leadership team that includes:
Gonzalo De Leon Plata is a VP of Wealth Management – Coming from a family of teachers, Gonzalo believes education is the greatest gift you can give to someone to improve their quality of life. He helps people build their financial literacy skills through schools, churches and other nonprofit organizations. Gonzalo is trilingual and a former international business consultant. He has an MBA from Thunderbird School of Global Management and his Professional Plan Consultant (PPC) designation. He currently holds the Series 6 and Series 63 registrations, with LPL Financial and Series 65 registration with Trilogy Capital Inc. and Life and Health Insurance License. Gonzalo is a SmartVestor Pro*. When he is not helping clients with their financial goals, he is volunteering at various nonprofits, including DAS Foundation and the Society of Saint Vincent de Paul.
Alejandro Murguia is a Wealth Advisor – Alejandro has dedicated his entire professional career to providing valuable insights into the Latin American markets. He has worked in Mexico, Chile, Brazil and the U.S., which gives him a unique understanding of international affairs and the capacity to speak three languages fluently: English, Spanish and Portuguese. He worked in different industries as a financial analyst and has a strong background in financial planning. Alejandro finished his MBA at the University of Houston, Downtown. He is a SmartVestor Pro*.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
Let’s Build a Strong Financial Future – Together
We know managing your finances can be so challenging it’s tempting just to put it off. Our Wealth Managers come with empathy and understanding of what you may be going through so you don’t have to feel embarrassed or overwhelmed. Let us partner with you to get your finances on track, so you can enjoy life and the future ahead.