Joseph E. Roessler

About Joseph E. Roessler

An accomplished, career savvy Charismatic Leader turned Financial Planning Professional. Retain(s) a Bachelor\'s degree in Business, the NASAA Series 65 Uniform Investment Adviser Law registration administered by FINRA and a Life & Health license governed by the CA Department of Insurance.How can I help you? Simple, with an unwavering tenacity for the details while establishing financial sustainability, conjoined with a real passion for helping people achieve their life goals and objectives.Personal strategies include: budget development, debt reduction, planned savings, retirement investment vehicle options and education, short and long term financial projecting, estate planning referrals, income tax guidance, life protection solutions, systematic money management goal setting and consulting…Investment advisory services offered through Trilogy Capital Inc, a Registered Investment Advisor. Trilogy Capital markets advisory services under the name of Trilogy Financial, an affiliated but separate legal entity. CA Insurance License #0N02845Third party posts found on this profile do not reflect the views of Trilogy Capital and have not been reviewed by Trilogy Capital as to accuracy or completeness.

Experience

1. Vice President of Wealth Management

   Trilogy Financial

   Aug 2018 — Present

   Business practice specializing in the areas of Financial Planning, Retirement Forecasting, Investment Management and Life Protection services.• Servicing clients with integrity and expertise in the field of budgeting, money management, retirement savings, investment management to include life insurance needs, estate planning, real estate and business owner strategy(s)• Professional understanding in the area of rollover’s, 401(k), 403(b) & 457 Plans, CalPERS & CalSTRS pension plans, Social Security benefits, SIMPLE, SEP, Traditional & Roth IRA’s, Annuity’s, college savings 529 & Coverdell ESA, UTMA & UGMA, Trusts, Joint Accounts and many other investment, retirement and/or savings vehicles*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

• Western Governors University

  Bachelor of Science (B.S.), Business Management

  2011 — 2015

• Riverside City College

  IT, Computer Science

  1990 — 1992

Skills

• Interviews
• Forecasting
• Management
• Big Box
• People Development
• Internal Audit
• Shrinkage
• Process Improvement
• Merchandising
• Peoplesoft
• Store Operations
• Asset Protection
• Customer Service
• Driving Operational Excellence
• Sales
• Store Management
• Customer Satisfaction
• Driving Results
• Loss Prevention
• Multi-Unit
• Retail
• Safety
• Profit
• Associate Development
• Operations Management
• Planograms
• Business Analysis