Katie Donnelly

Katie Donnelly I am devoted to educating my clients on the importance of financial planning to work towards financial wellness. or any other person. Trilogy Capital, Inc.

I believe financial freedom can be pursued through meaningful planning, discipline, perseverance and a deep understanding of our values. I build customized plans for my clients' specific needs and coach them toward the goals they want to pursue. Certain information contained herein has been obtained from third-party sources and such information has not been independently verified by Trilogy Capita

l, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. does not undertake any obligation to update the information contained herein as of any future date.

03/05/2026

Trilogy CIO Mike Serio shares his thoughts on portfolio strategy, precious metals and American exceptionalism.

02/24/2026

The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.

12/12/2025

You want the right buyer, someone who will take care of your clients, your team and the legacy you spent a lifetime building.

12/10/2025

We’re honored to be recognized as a Top Workplace by the Orange County Register for another year. We’re grateful for employees who lead with heart, support one another, and make a meaningful impact for our clients.

Read More: https://topworkplaces.com/award/ocregister/2025/35-99/4288/

11/20/2025

Financial advisors explain how they are adapting to the current 'k-shaped' economy.

11/06/2025

Henningsen To Help Increase Inorganic Growth

10/22/2025

C-Suite Exec And Next Gen Advisor Discuss Mentorship And Success For Next Gen

10/07/2025

Kane Reports To Chief Strategy Officer Mike Broker In Newly Created Role

10/07/2025

Forbes' Top RIA Firms 2025 list highlights leading Registered Investment Advisors known for expert financial advice, trust, and wealth management. View the list here.

08/22/2025

If you are an advisor in search of a succession plan that will allow you to monetize your life’s work, know that you have options, even if your practice is not large enough to gain the attention of the largest consolidators.

Trilogy Chief Development Officer Jason Inglis writes about our Sell-and-Stay and Sell-and-Go models in the latest Wealthmanagement.com Midyear Outlook.

https://bluetoad.com/publication/?i=850833&article_id=5024527&view=articleBrowser

07/31/2025

At Trilogy Financial, we believe thoughtful succession planning is a cornerstone of future growth.

In AdvisorHub’s latest Roundtable Q&A, our Chief Development Officer, Jason Inglis, shares how Trilogy is helping shape the future of financial advice through intentional thought leadership and a dual-track approach to advisor succession.

By offering both sell-and-stay and sell-and-go pathways, we’re meeting advisors where they are. Preserving client relationships, supporting legacy planning, and delivering enterprise-level scale without losing our human touch.

Read the full article via AdvisorHub:

https://www.advisorhub.com/resources/roundtable-qa-how-are-large-enterprises-affiliated-with-dual-registrant-platforms-positioned-for-future-growth/

Address

Corona, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19517381100

Website

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