West Los Angeles, California Office

11400 W. Olympic Blvd
Suite 170
Los Angeles, CA 90064

Phone: (424) 270-8750

Fax: (424) 270-8765

Trevor Bush

Trevor Bush, MBA, CFP®

Vice President

West Los Angeles, California

  • After working for 5 years at UBS in Beverly Hills, Trevor helped start a two person Registered Investment Advisor (RIA), to implement an advisory model that adhered to the fiduciary standard. Shortly after, he worked at Guggenheim Partners, in order to fully understand the institutional process, a process that he seeks to provide to all clients.

  • Trevor attended the University of Southern California where he majored in Economics and returned to his alma mater to receive his MBA. He holds the CERTIFIED FINANCIAL PLANNER™ designation.

  • Trevor lives in Tustin Ranch with his wife Emily and their sons Brock and Colt.

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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Author: Trevor Bush The decision on...