Trent is dedicated to delivering high-quality service and solutions to clients in the financial industry. Since 2018, he has been committed to helping individuals and families work toward their financial goals through thoughtful client service, investment support, and financial planning. Before embarking on his current role, Trent honed his skills at Capital Group for five years, where he served as a Senior Client Service Associate.
Trent graduated from California State University, Fullerton, with a B.A. in Business Administration and a concentration in Finance. His early experiences taught him the value of saving money, which naturally led to his interest in financial planning. He recently earned his Certified Financial Planner™ (CFP®) designation, further strengthening his knowledge in retirement planning, investment management, tax planning, and overall wealth management strategies.
What Trent enjoys most about his job is the opportunity to provide exceptional service and build lasting relationships with clients. He takes pride in offering prompt and reliable support, ensuring that clients feel valued and understood. One of the most rewarding aspects of his work is gaining insight into clients’ personal lives and understanding what truly matters most to them and their families.
Trent grew up in Aliso Viejo and now resides in Laguna Niguel with his wonderful family. His wife, Lauren, and their two sons, Damien and Bodhi, are his biggest supporters. Their encouragement drives him to achieve his best every day. Outside of work, Trent is passionate about playing ice hockey and surfing. His family loves spending time at the beach and creating cherished memories together. These hobbies and moments with loved ones keep him grounded and motivated both personally and professionally.