Gabriel Deluna
Helping Hardworking Seniors Retire with Confidence
- Role
- Wealth Advisor at Trilogy Financial
- Location
- West Covina, CA, US
- LinkedIn followers
- 500 followers
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
Wealth Advisor
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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