Jim Young

About Jim Young

Jim has spent his entire multi-faceted professional career focused on client experience. After 25 years in the hospitality industry as a Chef, Jim chose to transition into the financial industry in 2001 due to a desire to serve people on a grander scale. Partnering with Trilogy early in his financial career made sense when he realized their client-centric philosophy matched his own. To this day, he continues to focus on the client experience, working and coaching his clients to make the right decisions that pave the way to their financial independence.Who I Do My Best Work For…Jim works with Baby Boomers (those born between 1946 and 1964) who are either retired or nearing retirement. Jim serves those that have been diligent savers and have a nest egg of at least Jim can answer questions such as:Will I be able to have a fun and active lifestyle during my retirement and not run out of money?Am I paying the least amount in taxes? We all want to pay our fair share but we don’t want to leave the IRS a tip.Will I be a burden to my children or my family should I have advanced medical needs as I age?Do I need a trust or do I need my current estate plan reviewed?How will my current and future cash flow survive a volatile or bear market?If you have these or other questions/concerns that keep you up at night, please contact Jim for your no-cost 15-minute introductory phone consultation.Jim Young is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Trilogy Capital, Inc, a registered investment advisor. Trilogy Financial and Trilogy Capital, Inc. are are separate entities from LPL Financial.| CA Insurance License #0D37023 Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. VP of Wealth Management

   Trilogy Financial

   Apr 2001 — Present · Irvine, CA, US

   Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.

Education

• The Culinary Institute of America

  AOS Culinary Arts, Culinary Arts/Chef Training

  1980 — 1982

Skills

• Financial Advisory
• Customer Service
• Financial Services
• Strategic Planning
• Leadership
• Sales
• Securities
• Finance
• Management
• Team Building