West Los Angeles, California Office
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After working for 5 years at UBS in Beverly Hills, Trevor helped start a two person Registered Investment Advisor (RIA), to implement an advisory model that adhered to the fiduciary standard. Shortly after, he worked at Guggenheim Partners, in order to fully understand the institutional process, a process that he seeks to provide to all clients.
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Trevor attended the University of Southern California where he majored in Economics and returned to his alma mater to receive his MBA. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Trevor lives in Tustin Ranch with his wife Emily and their sons Brock and Colt.
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Author: Trevor Bush The decision on...