Broker Check

Windus Fernandez Brinkkord

Senior Vice President of Investments

Gary Sussman

Wealth Advisor/ Investments Advisor Representative

12526 High Bluff Dr
Suite 150
San Diego, CA 92130

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(858) 755-6696 x 3201

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Our Mission

We believe in the power of objective, independent advice combined with professional experience and a total commitment to client wellbeing. We pledge to always put your needs first and honor our responsibilities as trusted financial advisers.

Trilogy Financial Services is an independent financial advisory firm, meaning we are not captive to any proprietary investment products. We have access to virtually the whole universe of investment solutions, meaning that we have the ability to create completely custom portfolios designed to meet our clients’ needs and help them meet their financial objectives.

Our independence allows us to put you and your family first. Always.