?Best Financial Advisor in Irvine CA

Blog News


Who Do You Turn To For Advice?

Posted on Apr 06, 2018

Who Do You Turn To For Advice?

We live in an age of information overload. Everywhere you turn, different people are declaring their different opinions and it’s easy to get confused, especially when it comes to your finances. Who do you turn to for quality financial guidance? How can you be sure you won’t be led astray by well-meaning “experts?” At Trilogy Financial, we prioritize time-tested principles that will help you build a firm financial foundation. But with all the “noise” out there, how do you find this advice?

An Invaluable Financial Resource

One of the ways we carry out our mission is through a radio show and a podcast that brings these principles right to you. Jeff Motske, the founder of Trilogy Financial, hosts The Jeff Motske Show so listeners can turn theory into practical steps and begin their journey towards financial independence. I am honored to be a guest on this show from time to time to give advice on topics I am passionate about and have experience in.

Me and Jeff recording an episode for the show in Jeff’s studio.

In fact, Jeff, Trilogy Financial, and myself were recently featured in the Orange County Business Journal in an article about the steps we are taking to educate our clients and the general public in financial matters. We are serious about helping people make the best financial decisions.

A Unique Perspective

My approach to financial planning is unique because my goal is always to be honest, upfront, and consistently follow through. I deal with financial planning at the detail level, creating thorough blueprints for my clients to follow while always considering the big picture and keeping a long-term focus. I believe that financial planning is fundamentally about taking a few good steps in the right direction and then taking a few more.

If you are looking for a reliable source of financial knowledge, tune in to Jeff’s show or subscribe to his podcast. If you want to know how we can make a difference in your financial life, 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.



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

© Copyright David Willett Financial 2017 | All Rights Are Reserved

The Woodlands Web Design by

Best Financial Advisor Tustin CA