Tony has a true passion for financial planning and investing, and he harnesses that passion to help his clients improve their financial future. He 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.
While Tony has worked for Trilogy Financial Services since 2010, he has over 25 years of investing experience. Throughout that time, he has consistently strived to provide clients with unsurpassed financial planning and investment management services. He believes in empowering his clients, which inspired him to write his book, “Financial Success for the Rest of Us.” Tony is also a bilingual Advisor, working with clients who speak English or Spanish.
Tony specializes in investment management, wealth preservation strategies and risk management. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 6, 7 and 63 Registrations with LPL Financial as well as his Life Insurance License. He also holds a Certificate in Financial Planning.