2014-08-02 08:03:39 -
Eastvale resident Kenichi Igarashi has been promoted to managing partner of Trilogy Financial Services’ Corona office and in that capacity will be responsible for hiring, training, coaching and motivating its staff of new and existing advisors. A member of the firm since 2006 and a Dave Ramsey endorsed local provider, he will continue serving his diverse clientele with individual plans to help them achieve financial independence.
Prior to this most recent appointment, Igarashi was a training manager at Trilogy Financial for 7 years and before that a financial advisor and investment executive.
Igarashi says his career path in financial services came as a direct result of personal tragedy with both of his parents having passed before he was 14
years old, leaving his 4 sisters and him in less than ideal financial circumstances.
“My personal situation laid the groundwork for what I do today and gives me great motivation for helping others,” said Igarashi, who with his wife and 2 children are actively involved in their local church. “I get great satisfaction working with our clients to determine their individual needs and working together to build a solid financial future for them.”
Prior to his current career, Igarashi was in IT management and computer retail sales. He attended UCLA.
Among his other interests are cross-fit training and coaching his son's soccer team.
Since 1999, Trilogy Financial Services has helped clients including individuals, families and businesses achieve their financial goals by creating personalized and comprehensive wealth strategies. Trilogy utilizes its team of financial advisors as well as CPAs and attorneys to ensure that clients’ best interests are being maintained. With more than $2 billion in assets, the company maintains 11 offices in 4 states with 200 top-tier employees (not independent contractors) dedicated to helping clients achieve financial independence. For more information visit www.trilogyfs.com.
Securities and advisory services offered through National Planning Corporation. (NPC) Member FINRA, SIPC, a Registered Investment Adviser. Trilogy Financial Services and NPC are separate and unrelated entities.