Cfp® Gary Sussman

Gary Sussman has been with Trilogy Financial Services since April 2002, starting as a Wealth Advisor and eventually becoming the Vice President of Wealth Management. Gary takes pride in helping their clients make sound financial decisions to achieve financial independence and confidence. Prior to joining Trilogy, Gary worked as a Manager at TP Breweries Inc from July 1995 to September 2001.

Gary Sussman, CFP®, completed their Bachelor of Business Administration (BBA) degree in Finance from San Diego State University, where they studied from 1995 to 2000. Additionally, they obtained the Certified Financial Planner (CFP) certification from the CFP Board in December 2020.