Diego De Los Santos
Taking an individualized planning approach, Diego De Los Santos focuses on you. Joining Trilogy Financial in 2014, Diego De Los Santos spent the previous 9 years within the retail space working at Nordstrom, Charming Charlie, and GUESS. Diego’s leadership foundation is rooted in transparent engagement; focusing on long term goals.
Diego earned his Business degree from California State University, Dominguez Hills and has financial experience in investment planning, retirement planning, and risk management. Diego is also knowledgeable in employee benefits planning, income tax planning, estate planning, and insurance planning. Wanting to provide his clients with the most up to date information, Diego holds his FINRA Series 6, 7 and 63 registrations with LPL Financial, his Series 65 registration with Trilogy Capital, Inc., and also holds California Life and Long Term Care Insurance Licenses. Diego’s experience is demonstrated in his extensive approach, fusing retirement planning, distribution, and small business planning.
Diego incorporates his client’s values, risk acceptance, and time horizon to strategize and work towards their financial goals. Working hand in hand with his clients, Diego creates and monitors a client-specific financial strategy and conducts regular meetings involving financial succession planning impacting the client’s family.
Diego prides himself on the client experience. By leveraging his knowledge of economic market conditions, Diego is invested in clients’ financial success with an emphasis on year over year improvement.
Diego’s active involvement with local schools encourages students to begin thinking about and planning for college at an early age. Away from business, he relaxes by hiking, running and playing soccer. Most importantly, Diego enjoys spending time with his family.