Todd Gurvis

About Todd Gurvis

VP Wealth Planning at Trilogy Financial, a California-based investment & asset management…

Experience

1. Vice President of Wealth Management

   Trilogy Financial

   Mar 1999 — Present · Torrance, CA, US

   Todd Gurvis is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Trilogy Capital (TC). Securities offered through LPL, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. Investment advisory services offered through TC, a Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity. TC and TF are separate entities from LPL.| CA Life Insurance #0B79742 The Trilogy Capital Inc, IAR associated with this page may only discuss and/or transact securities business with residents of the United States. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, IL, IN, MA, NY and WA.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

• Brandeis University

  Computer Sciences, Psychology

  1980 — 1981

• Binghamton University

  B.A., English, General Literature & Rhetoric, (Literature & Rhetoric with a concentration in Broadcast & Interpersonal Communications)

  1982 — 1984

• Nassau Community College

  English

  1981 — 1982

Skills

• Long Term Care
• Retirement Planning
• Wealth Transfer Planning
• Universal Life
• 401k
• Investment Advisory
• 401k Rollovers
• 403b/Tsa
• Wealth Management
• Retirement
• Strategic Financial Planning
• Financial Planning
• Disability Insurance
• Iras
• Wealth
• Asset Management
• Employee Benefits
• Financial Advisory
• Portfolio Management
• Leadership
• Investments
• Asset Managment
• Series 7
• Investment Strategies
• Alternative Investments
• Life Insurance
• Insurance
• Group Benefits
• Long-Term Care
• Financial Planners
• Series 63
• Asset Allocation
• Mutual Funds
• Saving for Education
• Stewardship
• Securities
• Estate Planning
• Donor Stewardship
• Series 65
• Fundraising