West Los Angeles, California
MBA, CERTIFIED FINANCIAL PLANNER™
University of Southern California, MBA, Business Administration
Learn to control your cognitive biases and then create a roadmap to fulfill all of your personal and financial goals. Understand that an established long-term, holistic process can allow you to focus on the most important areas of your life. Many investments and investment strategies can be simplified, but there can be danger when one tries to oversimplify.
Trevor grew up in the Brentwood neighborhood of Los Angeles, California. He attended University of Southern California where he majored in Economics and later returned to his alma mater to receive his Masters in Business Administration. Early on in his career in finance, Trevor was blessed with the curse that was the Great Recession, which allowed him to not only learn to manage investments in hard times, but to also help manage peoples’ lives in the most difficult of times. 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 lives in Sherman Oaks with his fiancée Emily and enjoys investing time with family and friends and exploring the city of angels.