Get Started

Get Started on Your Life Plan Today

We use cookies to ensure our visitors have the best browsing experience on our website.

Has a real estate license

Has visited all 50 states

Alumni Cal State University, Fullerton

Participates in Beach City Sports

Enjoys basketball & golf

Will video conference with clients to make it easier

Get to Know Tristen

One of the things that inspires Tristen is his never-ending desire to improve and constantly be better in life. Whether it’s being a better communicator, father, son, or competitor, there is no end to pursuing greatness. It’s with this passion that he coaches his clients to work towards their own personal definition of financial independence. Whether he is working with clients approaching retirement or others managing student loan and credit card debt, he approaches them with the same degree of specialized focus to find a plan that works towards their own success.

Tristen is passionate about golf, a game that has taught him integrity, sportsmanship, competitiveness and a work ethic that carried over into the everyday aspect of his professional career. He brings those skills into his professional relationships as a member of Business Networking International. When he’s not assisting clients, you can find him on the golf course, playing basketball, or spending time with his family at the beach.

Born and raised in Orange County, California, Tristen graduated from Cal State Fullerton University with a degree in business. He is an Investment Advisor Representative and holds his Series 65 registration with Trilogy Capital, Inc. He also holds his Life and Health Insurance License and his Real Estate License.

Read More
Meet Tristen’s Team
Scroll through to see each of the Advisors

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934