Trilogy Financial Services

3 Decision Makers · 10 Verified Contacts & Email Format

📍 Huntington Beach, California, United StatesCoaching & Consulting🗓 Est. 1999👥 251–500 employees
Employees
251-500
Founded
1999
Type
For Profit
Headquarters
Huntington Beach, California, United States

Company data last updated Jul 31, 2025.

About Trilogy Financial Services

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

Who to contact at Trilogy Financial Services

3ExecutiveRegional Vice President, Vice President , Investments
7OtherTitles not listed

Email Format

{first_name}.{last_name}@trilogyfs.com
100% sarah.smith@trilogyfs.com

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Leadership & Decision Makers

Contact details of 3 Trilogy Financial Services decision makers

Sean Kennedy

Regional Vice President LinkedIn
Work s**********y@trilogyfs.com

Michael Loo

Vice President , Investments
Work m*********o@trilogyfs.com

Joseph Fischman

Vice President Of Investments
Work j*************n@trilogyfs.com

Team & Specialists

Contact details of 7 Trilogy Financial Services team members

Windus Fernandez Brinkkord

LinkedIn
Work w**************z@trilogyfs.com

Sean C

LinkedIn
Work s*******i@trilogyfs.com

Claudia Brown

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

Gaby Salazar

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

Jasmine Sanpedro

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

Diane Zing

Work d********g@trilogyfs.com

David Huisinga

Work d************a@trilogyfs.com

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Company Info Updated 31/07/2025
Huntington Beach, California, United States
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, 2024Mar 27, 2024Mar 7, 2024
Where this data comes from

Records are compiled from publicly available sources and checked as described in our methodology. Company data last updated Jul 31, 2025.

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Frequently Asked Questions about Trilogy Financial Services

What does Trilogy Financial Services do?

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

Where is Trilogy Financial Services headquartered?

Trilogy Financial Services is headquartered in Huntington Beach, California, United States.

When was Trilogy Financial Services founded?

Trilogy Financial Services was founded in 1999.

How many employees does Trilogy Financial Services have?

Trilogy Financial Services has approximately 251-500 employees.

What industry is Trilogy Financial Services in?

Trilogy Financial Services operates in the Coaching & Consulting industry.

What is the email format for Trilogy Financial Services?

The most common email format at Trilogy Financial Services is {first_name}.{last_name}@trilogyfs.com. For example: firstname.lastname@trilogyfs.com.

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Coaching & Consulting companies Companies in Huntington Beach, California, United States Email format guide: Coaching & Consulting ← Travelers Insurance U.S. Bancorp → All industries Check trilogyfs.com emails Request removal of a contact