Trevor works as a private wealth advisor focused on building customized financial plans for his clients. His responsibilities in financial planning has Trevor highly involved in nearly every financial plan generated by the team.
Trevor joined The Bahnsen Group in 2016 after 3 years at Morgan Stanley where he worked with clients on a broad range of services. At The Bahnsen Group, Trevor serves on the Investment Committee.
Trevor received his Bachelor’s degree in Organizational Leadership from Biola University and his MBA from California State University, Fullerton. He currently holds the Series 7 and 66 securities licenses, California Life and Health Insurance license. He also holds Certified Financial Planner (CFP®)
As a new graduate, you traditionally have two accounts – a checking account and a savings account. Your checking account for your everyday spending while setting aside the surplus into your savings account. Going forward, I suggest that you begin opening accounts that are earmarked for specific goals, like buying a new car or retirement or a future home purchase.