Trevor Bush

Trevor Bush has a strong background in financial planning, business development, and client relations. Trevor worked at EP Wealth Advisors as a Vice President, specializing in financial planning, wealth advisory, and investment management for affluent individuals, businesses, and non-profit organizations. Prior to that, they were with Guggenheim Partners, where they focused on business development and client relations. Trevor also gained experience as an Account Executive at Bionic Capital LLC and started their career at UBS as an employee.

Trevor Bush completed their Bachelor of Arts degree in Economics at the University of Southern California from 2001 to 2005. Prior to that, they attended Loyola High School from 1997 to 2001. Trevor started their education at Saint Martin of Tours and obtained their degree in 1997.

In terms of higher education, Trevor pursued an MBA at the USC Marshall School of Business from 2010 to 2013.

In addition to their formal education, Trevor obtained several certifications. In 2007, they acquired the Series 66 - Uniform Combined State Law and Series 7 - General Securities Representative certifications. Later on, in December 2018, they became a Certified Financial Planner (CFP) and obtained the Certified Financial Planner designation. The institution from which they obtained their certifications is not mentioned.