Rachel Trillanes

Rachel Trillanes

Fiancial Advisor

Phone: (619) 282-1182
Fax: (619) 282-3219
 

 

Rachel is a Financial Services Specialist with ICM and a Registered Representative with SagePoint Financial, Inc. She graduated with a Bachelor's degree from the University of San Diego and later joined the San Diego branch in May 2007. Rachel specializes in helping her clients achieve both their short and long term financial goals efficiently and oftentimes on a tax favorable basis. She accomplishes this by developing customized financial strategies that are unique to each individual's specific needs.

Rachel's clientele continues to thrive since she consistently meets her clients' objectives who in turn refers her to other people who will benefit from her services. Rachel is a CCEP and currently holds Series 7,6, 63 Registrations, and California Life and Health Insurance licenses.

 

Rachel Marie Trillanes
Independent Capital Management, Inc.
Registered Representative
SagePoint Financial, Inc.
Phone# (619)282-1182 or (619)861-2984
Fax# (619)282-3219

rtrillanes@sagepointadvisor.com