Trilogy Financial Services

Trilogy Financial Services is a firm that focuses on Wealth Management for individuals and businesses.

Email Format

{first_name}.{last_name}@trilogyfs.com — 100.0%

sarah.smith@trilogyfs.com

Key Employees

Contact details of 3 Trilogy Financial Services executives

Sean Kennedy

Regional Vice President
  • Work email

    s**********y@trilogyfs.com

Michael Loo

Vice President , Investments
  • Work email

    m*********o@trilogyfs.com

Joseph Fischman

Vice President Of Investments
  • Work email

    j*************n@trilogyfs.com

Other Employees

Contact details of 5 Trilogy Financial Services other employees

Windus Fernandez Brinkkord

Job not specified
  • Work email

    w**************z@trilogyfs.com

Sean C

Job not specified
  • Work email

    s*******i@trilogyfs.com

Claudia Brown

Job not specified
  • Work email

    c***********n@trilogyfs.com

Gaby Salazar

Job not specified
  • Work email

    g**********r@trilogyfs.com

Jasmine Sanpedro

Job not specified
  • Work email

    j**************o@trilogyfs.com

General Emails

General company emails, e.g. customer support lines

    diane.zing@trilogyfs.com

    Unclassified inbox

    david.huisinga@trilogyfs.com

    Unclassified inbox

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Company Info

Last updated: 31/07/2025

7148439977

Huntington Beach, California, United States

Trilogy Financial Services General Information

Specialization: Coaching & Consulting, Finance & Banking, Insurance Providers, Venture Capital
Legal Name: Trilogy Financial Services, Inc.
Business Type: Private
Employees: 251-500
Rounds: Private Equity
Founded Date: 1999
Company Type: For Profit
Operating Status: Active
Last Funding Type: Private Equity
Phone Number: 7148439977
Last Investment Activity: Mar 27, 2024
Investments Activity: Mar 27, 2024 Mar 27, 2024 Mar 7, 2024

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