Yvonne Navarrete has been a Financial Advisor with Trilogy Financial Services since 2000. She currently holds FINRA registrations 6 and 7 with LPL Financial, the 65 and 66 registrations with Trilogy Capital, Inc., as well as life insurance licenses. She obtained a degree in Finance with a concentration in Personal Finance from CSUF and has been involved with the local Chamber of Commerce.
Yvonne’s objective is to guide clients through the financial maze to reach their personal objectives and prepare them for the various aspects of retirement, encourage a philosophy of saving and valuing money as their tool towards achieving their goals, ambitions or purpose. Her ultimate objective as a financial advisor is to guide them to the point where “their money works harder for them than they do for it”.