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Jonathan Sabat
Wealth Advisor

“Each day provides its own gifts”

MARCUS AURELIUS

Jonathan has always taken an interest in money; always saving and investing. This interest in money drove him to the career that he has now. Jonathan has an inner-drive to support his clients to make financial harmony a reality. His drive grew from his parents teaching him the value of money and the potential it always holds. He joined the Trilogy team in 2017, which gave him the opportunity to do what he loves most, helping people.

Since graduating in 2017 with his B.A. in Business Economics from the University of California, Riverside, Jonathan has attained his series 65 registration and is currently an Investment Advisor Representative with Trilogy Capital, Inc. He also holds a life insurance license in California (CA #0M47542).

As part of the Trilogy Financial team, Jonathan collaborates with each team and utilizes the specialties of each member to give their clients the best experience. They collaborate and utilize the specialties of each member in order to give the clients the best experience. The team approach had proven to be effective and efficient in guiding clients to achieve their financial goals.

Jonathan has resided in the city of Corona all his life, and enjoys its natural beauty and diversity. Jonathan and his college sweetheart Jaclyn spend their weekend’s couponing, hiking, and visiting the beaches of San Diego. The couple cherish time spent with their friends, especially when delicious cuisine is involved.

Jonathan's Client Relationships

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

MEET JONATHAN'S TEAM MEMBERS
 
KEEGAN TANGHE, AIF®
SENIOR VICE PRESIDENT OF WEALTH PLANNING
 

RICHARD HIGBEE
WEALTH ADVISOR
 

FREDERICK A. WRIGHT IV
WEALTH ADVISOR
 
CALL JONATHAN DIRECT AT
(951) 738-1100 ext. 6112
  Strategic Partners

ASK JONATHAN A QUESTION

 

 
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