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Scottsdale Team

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

Meet Your Financial Team

gonazlo de leon plata

GONZALO DE LEON PLATA

VP OF WEALTH MANAGEMENT
alejandro murquia

ALEJANDRO MURGUIA

WEALTH ADVISOR

CAROLINA CARRANZA

WEALTH ASSOCIATE

Contact Us

16427 N. Scottsdale Rd. Scottsdale, AZ 85254 | Office: (602) 333-1995

Alejandro Murguia and Carolina Carranza are solely investment advisor representatives of [Trilogy Financial], and not affiliated with LPL Financial. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy Financial or LPL Financial.

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.