Menu

Tom Bennett, CFP®
Wealth Advisor

"It's what you learn after you know it all that counts."

JOHN WOODEN

Tom Bennett is a Training Manager for the Irvine, California office. Tom has 20 plus years of financial and investment experience which he uses to educate and build trust with his clients.

Prior to joining Trilogy Financial in 2011, he worked as principal and manager of Member Investment Services for SchoolsFirst Federal Credit Union for 8 years. He earned his degree in Economics from the University of California, San Diego, and began his career as an investment and insurance executive in San Diego. Tom currently is a CERTIFIED FINANCIAL PLANNER™ Professional and an Investment Advisor Representative of Trilogy Capital, Inc.

He has concentrated on helping people by listening to their financial and retirement objectives, helping them manage their risks and then creating strategies with the goal to help deliver results. He understands by educating his clients he can help them plan for tomorrow. His mission is to provide objective planning and help his clients build strategies towards an enjoyable, comfortable retirement.

Tom's Client Relationships

Tom and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

THE LATEST FROM THOMAS



1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  

MEET TOM'S TEAM MEMBERS
DAVID WILLETT
VICE PRESIDENT OF WEALTH PLANNING
 

TRISTEN GADBERRY
WEALTH ADVISOR
 
 
 
 
CALL TOM DIRECT AT
(949) 221-8105 ext. 2112
  Strategic Partners

ASK TOM A QUESTION

 

 
Go to top