Business Details
Your Trusted Financial Advisers in Irvine, CA
At Trilogy Financial Services, we redefine financial planning by combining strategic expertise with personalized life coaching. Our team of certified advisors empowers clients to achieve financial independence through data-driven strategies tailored to individual goals. With over 25 years of collective experience and $4.3 billion in managed assets, we prioritize client-centric relationships and transparent communication.Our proprietary Financial Life Planning Tool and collaborative team approach ensure comprehensive solutions for retirement, estate planning, and wealth management. We adhere to fiduciary standards, emphasizing risk management, tax efficiency, and intergenerational wealth transfer while maintaining compliance with FINRA and SEC regulations.
Services
Estate Planning
Investment Strategies
Insurance Services
Retirement Planning
College Planning
Details
- Year established: 2025
Highlights and features
- We offer personalized financial plans developed by CFP-certified advisors
- Our proprietary Financial Life Planning Tool provides data-driven insights
- We maintain $4.3 billion in managed brokerage and advisory assets
- Our team includes 25+ advisors with specialized investment expertise
- We operate as fiduciaries with transparent fee structures
Associations and certifications
- FINRA
- SEC
What people say
Personalized financial plans
Knowledgeable certified advisors
Excellent retirement guidance
Comprehensive estate planning
Proactive portfolio management
Services
Estate Planning
Our estate planning services create legal frameworks for asset distribution while minimizing tax liabilities. Certified advisors develop customized strategies for wills, trusts, and intergenerational wealth transfer. We coordinate with legal professionals to ensure compliance with evolving regulations while protecting clients' legacies.
Investment Strategies
We design diversified investment portfolios aligned with individual risk profiles and financial goals. Our approach combines modern portfolio theory with active risk management across various asset classes. Advisors provide ongoing monitoring and rebalancing to optimize returns while maintaining client-specific parameters.
Retirement Planning
Our retirement planning specialists develop comprehensive strategies for 401(k) rollovers, Social Security optimization, and sustainable income streams. We utilize scenario analysis to address longevity risks and market volatility while ensuring tax-efficient withdrawals throughout retirement transitions.
Insurance Services
We offer tailored insurance solutions including term life, long-term care, and permanent policies. Our independent broker status provides access to multiple carriers for competitive coverage options. Advisors analyze clients' protection needs within their overall wealth management framework to ensure adequate safeguards.
College Planning
Our education planning services optimize 529 plans, prepaid tuition options, and financial aid strategies. Advisors balance college savings goals with retirement priorities while minimizing impact on financial aid eligibility. We provide comprehensive analysis of education funding vehicles and tax implications.
People
Jeff Motske
President and CEO
Certified Financial Planner with 25+ years experience leading wealth management teams. Hosts financial planning podcast and develops proprietary planning tools. Focuses on retirement income strategies and fiduciary advisory practices.
Mike Loo
Senior Vice President of Wealth Management
MBA-holding wealth advisor specializing in tax-efficient investment strategies. Manages client portfolios with emphasis on risk management and long-term growth objectives. Provides mentorship to junior advisors in the Irvine office.
Diane Zing
Senior Vice President of Wealth Management
Experienced financial executive with expertise in client relationship management. Oversees wealth planning solutions for high-net-worth individuals. Focuses on integrating estate planning with investment management strategies for comprehensive wealth preservation.
Paul Moore
Independent Channel Principal
Legal and financial services professional managing advisor compliance and practice management. Provides strategic guidance to financial advisors on regulatory matters and business development initiatives across multiple locations.
Caitlin Spain
Product Operations Manager
Financial operations specialist coordinating investment product offerings and advisor support systems. Manages platform integrations and client portal functionality to enhance service delivery efficiency across the advisory network.
Questions
What financial planning services do you offer?
We provide retirement planning, estate strategies, investment management, insurance solutions, and college funding guidance tailored to individual financial goals.
How are your advisors compensated?
Our advisors operate as fiduciaries with transparent fee structures, including asset-based management fees and hourly consultation options.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual meetings and maintain local offices in multiple states for in-person consultations.
What investment minimums apply?
We have no minimum requirements for advisory services, though specific investment products may have provider-imposed minimums.
How do you handle risk management?
We employ diversified portfolio strategies, scenario analysis, and regular rebalancing to manage market risks while aligning with client risk tolerance.
Can you help with 401(k) rollovers?
Yes, our specialists provide comprehensive guidance for retirement plan transitions, including tax-efficient rollover strategies and investment reallocation.
