Gabriel Deluna

Helping Hardworking Seniors Retire with Confidence

Role
Wealth Advisor at Trilogy Financial
Location
West Covina, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Gabriel Deluna

I help seniors put their money in the right places so that it is actually working for them. Once upon a time, employees had pensions for their retirement years. Now most employees are responsible for their own retirement planning. But it is hard to have enough time to take care of family, take care of your home, and then organize your money in a good way for your future. I’m here to listen and then guide you step by step so that you don’t have to worry about money. We can work together on a plan that is easy to understand.If you would like to schedule a time to talk, send me a message.

Experience

  1. Wealth Advisor

    Trilogy Financial

    Jul 2011 — Present

Education

  • Charter Oak High School

    High School

    1992 — 1996

  • University of California, Riverside

    Bachelor’s Degree

    1996 — 2000

Skills

  • Tax
  • Life Insurance
  • Wealth Management
  • Estate Planning
  • Retirement Planning
  • Investments

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Gabriel Deluna — Wealth Advisor at Trilogy Financial in West Covina, CA, US | Unifers