"I am committed to providing unsurpassed financial planning and investment management services that are in the best interest of my clients"
Tony has a true passion for financial planning and investing, and he harnesses that passion to try and help his clients improve their financial future. He serves clients of virtually all ages and walks of life, however, the majority of his clients are over 50 years of age and focused on the major financial goal of retirement. Tony designs comprehensive financial plans that are specifically tailored to the unique needs of each client, taking into account their age, financial situation, risk tolerance and goals. He reviews the financial plans and investment portfolios with clients on a regular basis and adjusts them as market conditions and/or client situations change. Tony truly cares about his clients and he is committed to always doing what is in their best interests. Additionally, he strives to provide clients with unsurpassed financial planning and investment management services. Tony has worked for Trilogy Financial Services since 2010. He resides in Walnut, California with his wife Jeanette and they have two adult children, Amanda and Elias. Tony’s other passions include classic cars and water skiing.
Licenses and Registrations: Securities 6, 7, and 63 registrations held with LPL Financial, Series 65 registration with Trilogy Capital, Inc., as well as Life Insurance.
Education: Mt. San Antonio College - Associate Degree, Cal Poly Pomona - Mechanical Engineering Studies, Boston University - Certificate in Financial Planning.
Languages: English and Spanish Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Wealth Preservation Strategies, Risk Management / Life Insurance.