Trilogy Financial Services

4 reviews

+1 (310) 756-0600

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19191 S Vermont Ave Ste 400

Torrance, CA 90502

+1 (310) 756-0600

http://www.davidraefp.com

Trilogy Financial Services, located in Torrance, CA, is led by David Rae, a Certified Financial Planner and Accredited Investment Fiduciary. Specializing in financial planning, retirement planning, investment management, and tax planning, the firm aims to help clients achieve their financial goals for a happier, healthier, and wealthier retirement.

With a focus on providing personalized and comprehensive financial advice, Trilogy Financial Services offers a fiduciary approach to financial planning in Los Angeles. David Rae, a top financial advisor in America, has been featured in various media outlets and is known for his expertise in tax planning and financial strategies for business owners and individuals.

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Reviews

4.04 reviews

Lilo M.

1/9/2017

I had found them through a recommendation of a personal finance course. The approach to retirement planning looks at your financial picture as a whole. What is your debt, what are your goals,...

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Jess G.

9/7/2014

Michael Shoheen is my financial advisor. He helped me with retirement planning. Trilogy is an independent financial company so they talk about the different kinds investments available instead of...

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Mike G.

5/23/2015

This company has many semi-independent advisors under its flagship so I can't speak for all of them. However, my advisor, David Rae (Vice President of Investment for Trinity Financial Services,...

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John W.

11/20/2013

Michael is awesome! Very smart, patient, kind and steadfast. He's helped my wife and I prior to wedding, during engagement and we're looking forward to working with him in the future. Finances can...

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