6320 Canoga Avenue, 15th Floor, Woodland Hills, CA 91367
As one of our earliest offices, Trilogy is proud to call "Located in one of the most family friendly cities in California. With their very personal approach to “creating wealth for families”. The members of the Trilogy Woodland Hills branch strives to make a positive impact in the lives of every family wherever their story takes them.
MEET THE WOODLAND HILLS ADVISORS
Managing Vice President
Having always been a person who loves to help people, Robert gravitated to the financial services industry in 1994. He spent a number of years...
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Sally's number one philosophy in her financial planning practice is: Brian is a Massachusetts native who relocated to Southern California in 2011...
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Sally's number one philosophy in her financial planning practice is: 'Every interaction, every decision is based on genuine concern...
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Vice President of Wealth Planning
Born and raised on Long Island, Todd Gurvis was raised to believe that doing well and doing good are not separate ideas but...
(818) 444-7880 x3611
Corporate Headquarters 17011 Beach Blvd., Suite 800 Huntington Beach, CA 92647
The Advisors associated with this website are registered representatives for LPL Financial ("LPL") and are Investment Advisor Representatives ("IAR") for Trilogy Capital Inc. ("TC"). Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial ("TF"), an affiliated but separate legal entity. TC and TF are separate entities from LPL.