Trevor McGhie is a licensed Investment Advisor Representative and Fiduciary. He began his career in financial services after graduating from California State University, Fullerton with a degree in Business Administration. He started working at a large investment firm where he learned from some of the top financial advisors in the nation. After spending some time there, he noticed the limitations that came with large investment firms. Because of this, he chose to be an independent advisor and provide better solutions and services to his clients.  

Now, he has built a successful practice helping clients plan for a successful retirement with pension planning, social security integration, wealth preservation and income planning. Whether you are an individual or corporation building plans for your employees, Trevor and his team have the skills to help guide you to the retirement you envision.