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May
9
2018

In Case You Missed it … Listen to My Segment on the Jeff Motske Show

Posted on May 09, 2018

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In Case You Missed it … Listen to My Segment on the Jeff Motske Show

I am honored to have been recently featured (for the 3rd time!) on the popular Jeff Motske Show. If you’re short on time, skip ahead to my segment at the 24 minute mark for a discussion on the questions I get asked the most, some investment strategies that help you avoid the stock market trap, and case studies that highlight how we coach our clients. Listen here now or download Episode #162 on iTunes to listen later!

If anything we talked about piques your interest, or if you have questions about your specific portfolio position, book a phone call using my online calendar now!

About David

David Willett is an independent financial planner with Trilogy Financial and has more than a decade of experience in the financial services industry. An advocate for financial health, his mission is to inspire confidence in families, help them plan ahead for the future, and make educated decisions with their money. While he provides comprehensive financial planning, he specializes in retirement planning and distribution planning, assisting clients to build a strong financial foundation that allows them to enjoy their retirement years and leave a legacy for the next generation. Based in Orange County, he serves clients locally in Southern California, as well as throughout the state and in Arizona, Colorado, and Texas. To learn more about how David may be able to help, connect with him on LinkedIn, call his office at 949-221-8105, ext. 2164, or email him at david.willett@trilogyfs.com.

 

 

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David Willett is registered with, and securities offered through, LPL Member FINRA/SIPC.  Investment advice offered through Trilogy Capital, Inc., a registered investment advisor.  Trilogy Financial and Trilogy Capital Inc. are not affiliated with LPL Financial.  /  CA Insurance License #OE60003

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