Expertise, Guidance
& Trust
Customized Expertise
With a focus on personalized solutions, we work closely with individuals and families, tailoring our services to their unique financial goals and aspirations.
Steadfast Guidance
In a world with unpredictable financial landscapes, we stand as a steadfast partner ready to guide you through an ever-changing environment.
Trustworthy Prosperity
With a foundation rooted in trust, integrity, and a commitment to excellence, we aim to preserve, protect, and grow your wealth over time.
Nurturing wealth-being with tailored financial advice.
We begin at your core. By gaining a deep insight into your unique identity, we chart a tailored path aligned with your wants and needs.
What we are about
Personalized attention.
Your financial journey is unique, and that's why we offer tailored solutions that fit your individual needs and aspirations.
We pride ourselves on offering a level of expertise that rivals larger institutions, all while maintaining a personal touch.
We don't follow a one-size-fits-all approach. Instead, we take the time to get to know you, your dreams, and your challenges, allowing us to craft a financial strategy as unique as you are.
Alvar Illan, CFP®️
Founder
As the founder of trigoFi, I've witnessed financial struggles and the anxiety they bring. Growing up myself in a financially unstable home, I understand the stress and chaos it brings, not only to you but to those you love the most.
Through these challenges, I've discovered the transformative power of sound financial guidance. Together, we'll navigate the complexities of finance, chart a customized path that aligns with your unique goals, and help you take control of your financial destiny.
You can overcome any obstacle and create a brighter, more prosperous future for yourself and your loved ones.
Most common questions.
Wealth Management
Unlock personalized financial success with our Wealth Management services, where comprehensive financial planning meets expert investment management.
Tailored to your needs, we go beyond portfolios to cover cash flow, retirement, education, debt, tax, and estate planning. Our approach is guided by bespoke investment advice that balances risk and reward based on your goals.
What services do you offer?
Financial Planning
Get actionable guidance with a detailed financial planning report and achieve your financial goals.
Receive continuous access to a dedicated advisor, collaborating on a personalized financial plan covering cash flow, budgeting, retirement, education, debt, tax, and estate planning.
We are privileged to work with individuals from diverse backgrounds and financial situations. However, it's important to acknowledge that we are a professional service and need to receive compensation to sustain our operations and provide the best possible service.
Don't hesitate to reach out to us today so we can explore what's possible for your financial journey. If, for any reason, our services do not align with your current financial circumstances, we'll gladly answer your questions and direct you to resources or professionals who can better cater to your needs.
Remember, we operate as an independent registered investment advisor, granting us the freedom to suggest optimal solutions tailored to your needs. Our fiduciary duty ensures that your best interests are paramount.
While our base is in Northern California, we serve clients across the United States through remote services.
Do I have enough money to be a client?
Wealth Management
We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:
—1% on the first $3,000,000 we manage
—0.75% between $3,000,000 and $5,000,000
—0.50% between $5,000,000 and $10,000,000
—0.25% on amounts above $10,000,000
It's important to note that we do not receive compensation through commissions, kickbacks, or undisclosed revenue sources.
Financial Planning
We offer this service on a fee-only basis, which means we charge a flat fee determined on a per-case basis.
This fee is based on the specific circumstances of each case and is estimated by considering the total number of hours needed to deliver our services, irrespective of the actual hours expended.
How do you get paid?
