Trilogy Financial Services

Aaron Johnson

Address:

1400 Fashion Island Blvd Ste 1000

San Mateo, CA 94404

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(650) 227-4702

5 Years of Experience

Insurance License# 0G13723
Series 6, 65, 7, 63
CRD# 5501671

Offers & Pledges

I provide a free initial consultation:

Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the best possible service for all his clients.

Aaron demonstrated responsibility from a young age, becoming an Eagle Scout at the age of 16. He graduated from the University of California at Santa Barbara in 2006, which included a year spent abroad studying in Madrid, Spain. He joined Trilogy Financial Services at the beginning of 2008. Due to his hard work and perseverance, he was one of the first representatives promoted to Vice President of Investments in Corona in January 2012.

Aaron works to help his clientele achieve both short and long term financial goals, from the purchase of a first home to an independent and comfortable retirement. He enjoys developing personalized financial plans that help his clients set and meet goals, implementing strategies unique to each client's situation.

Aaron is an Investment Advisory Representative and holds the Series 6, 7, 63, 65, Life and Long Term Care insurance licenses. His other interests include sports, snowboarding, and travel.

HighLights

HIGHLIGHTS

General Information

Firm Start Year:	1999
No.of Employees:	100-499
Insurance License#:	0G13723

Name of Broker/Dealer:

National Planning Corporation

States Licensed in:

California, with clients in many other states.

Number of Years with Current Firm:

I work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types:

Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Insurance and Annuity Licenses:

Annuity, Health, Variable Life, Disability, Life, Variable Annuity, Long Term Care

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

Compensation Methods:

Based on Assets, Flat Fee

Articles

Roth IRA Conversion Points to Consider
It seems that nearly every day, some sort of advertisement, article or promotion regarding the 2010 changes for Roth IRA conversions comes our way. This is a potentially great option for some individuals. However, most of what we see looks more like a sales pitch than real financial advice. more

2010 is the last year for certain tax breaks
Many credits that saved Americans thousands of dollars on their 2009 tax returns are also good for 2010. The federal credits being extended through 2010 will impact workers, families, college students, low-income taxpayers and homeowners who make green improvements. more

The time is now to start saving for retirement
Retirement may be right around the corner or a far off thought, depending on where you are in life. But no matter if you plan to retire in five years or 30 years, now is the time to take action. more

Schedule a Free Initial Consultation

No obligation to hire
primarily to evaluate mutual fit.

	Mon.	8:00 AM - 5:00 PM
	Tue.	8:00 AM - 5:00 PM
	Wed.	8:00 AM - 5:00 PM
	Thu.	8:00 AM - 5:00 PM
	Fri.	8:00 AM - 5:00 PM