Trevor Bush, MBA, CFP®

Vice President, Advisor, Partner

West Los Angeles, California

Contact Trevor

Trevor helps clients make confident financial decisions through comprehensive planning and fiduciary guidance. He serves individuals and families seeking clear structure across retirement, taxes, and long-term priorities. He values a high standard of care and accountability.
Trevor began his career at a national firm and later helped launch an independent RIA to deliver fiduciary advice. He also gained institutional exposure at a large firm to deepen his research and process discipline. He earned a B.A. in Economics from the University of Southern California and later completed his MBA at USC. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Trevor’s approach is disciplined, process-driven, and client-focused. He translates complexity into practical options and supports consistent implementation. He believes strong planning and repeatable processes help clients stay confident through market cycles.
Trevor lives in Southern California with his wife and their two sons. He enjoys family time and staying active outdoors.

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Author: Trevor Bush The decision on...