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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

west covina   BRANCH
1000 Lakes Drive, Suite 325, West Covina, CA 91790
As one of our earliest offices, Trilogy is proud to call "the birthplace of California" home for nearly 20 years. With a diverse staff who specialize in helping Huntington Beach balance their passion for work and play, Trilogy is here to help you navigate the waters wherever your story takes you.
(626) 918-5670

MEET WEST COVINA'S ADVISORS

Eric Perkins
Managing Vice President
Since 1999, Eric Perkins has been a Regional Vice President for Trilogy. As the Regional VP for Trilogy's West Covina Region, he focuses on...
(626) 918-5670 x4106

Edmundo Alvarado
Wealth Advisor
Edmundo uses his passion for financial planning to guide his clients towards their financial goals...Edmundo uses his passion for financial planning to guide
(626) 918-5670 x4105

Diego De Los Santos
Financial Advisor
Taking an individualized planning approach, Diego De Los Santos focuses on you. Diego incorporates his client's values, risk acceptance, and...
(626) 918-5670 x4204

Gabriel DeLuna
Wealth Advisor
Gabriel DeLuna works with his clients in order achieve a well-rounded financial plan that makes sense for their specific situation...
(626) 918-5670 x4116

Julie Foong
Financial Advisor
Julie Foong has become an integral part of the Trilogy team. Holding previous jobs in consulting, she acquired a skill set that has helped...
(626) 918-5670 x4129

Jeffrey Hackbarth, CFP®
Senior Vice President of Wealth Planning
Jeffrey serves on the Board of Directors for the Ontario Chamber of Commerce, a position he has held since 2012. Additionally he sat on the...
(626) 918-5670 x4505

Eric Johnson, AIF®
Wealth Advisor
Eric Johnson has always been passionate about helping people. From an early age growing up in the home of a pastor and missionary...
(626) 918-5670 x4206

Perry J. Johnson III, AIF®
Wealth Advisor
Perry Johnson III specializes in advising and creating comprehensive financial plans for his clients that are in line with their specific go...
(626) 918-5670 x4124

Kathleen Muniz
Wealth Advisor
As caregivers to many, women often lack the time it takes to put themselves first and make smart financial decisions. Of course, this happens...
(626) 918-5670 x4118

Eric Myre, AIF®
Senior Vice President of Wealth Planning
Armed with an exuberant personality, keen business acumen and experience in wealth management, Eric Myre has emerged as one of the leaders...
(626) 918-5670 x4104

Robert Ochoa
Financial Advisor
Robert specializes in helping his clients accumulate, preserve and distribute wealth. His dedicated focus and commitment to his clientele's...
(626) 918-5670 x4127

Tony Raygoza
Vice President of Investments
Tony has a true passion for financial planning and investing, and he harnesses that passion to help his clients improve their financial...
(626) 918-5670 x4130

Joseph Sirgy, CFP®
Vice President of Wealth Planning
Joe Sirgy came to Trilogy with a wealth of business management experience. He received his Bachelor's Degree from Purdue University, and his...
(626) 918-5670 x4125

Justin Tyrrell
Wealth Advisor
Justin Tyrrell's success as a financial advisor stems from his core philosophy of seeking to understand and listening to his clients...
(626) 918-5670 x4201

Janeane Vena
Wealth Advisor
Janeane enjoys learning her client’s stories and personalizing a plan to fit their unique situation. The satisfaction of seeing her clients work on their goals ...
(626) 918-5670 x4137

Sydney Perkins
Operations Administrator
(626) 918-5670 x4110

 

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