Trilogy Financial

Trilogy Financial acquires two firms, $160 million in AUM

By
August 26, 2022
Share on:

The addition of E. F. Heagan & Associates and Mandichak Investment Retirement & Estate Planning brings more than 500 new clients.

Trilogy Financial Services, a Huntington Beach, California-based hybrid managing $3 billion, has acquired E. F. Heagan & Associates of San Juan Capistrano, California, and Mandichak Investment Retirement & Estate Planning, of Laguna Niguel, California.

Terms of the acquisitions were not disclosed.

The two firms add $160 million in assets under management to Trilogy’s total and brings more than 500 new clients. Read More.

 

 

You may also like:

By Trilogy Financial
April 19, 2018

Ferrero, global confectionary giant, has brought on Cheryll Forsatz in the newly created role of VP, PR and corporate communications. Forsatz joins Ferrero from Ketchum, where she was a senior VP with responsibility for the agency’s external communications. Before that, she served as director of communications for McDonald’s New York Metro Region and was also a senior VP at MWW PR. At Ferrero, she will lead PR and corporate communications plans and strategies for its product portfolio (which includes Ferrero Rocher, Nutella, Tic Tac and Kinder Joy) as well as for the Ferrero corporate brand.

Click here to read the full story.

...
By Trilogy Financial
June 6, 2018

It’s the time of year when many parents have watched their children graduate from high school. While no doubt proud of their offspring’s achievements, in the back of their heads, all parents wonder about one thing: does my child have good financial habits. As they embark for the first time into that brave new world of adulthood, they’ll also be venturing into the terra incognito of money. Are they prepared?

It’s a challenge for parents to teach their children everything they need to know to ready them for their lives ahead. A good, practical, common sense financial education often falls far to the back of the priority list (though sometimes for good reasons). It shouldn’t. “If there’s one huge gift we as parents can give our kids,” says Jessica Ludvigsen, Sr. Vice President of Retail Banking at Axiom Bank in Orlando, Florida, “it’s the knowledge they need to grow up to be financially stable adults.”

Click here to read the full story.

...

Get Started on Your Financial Life Plan Today