Windus Fernandez Brinkkord, Aif® Cepa

Windus Fernandez Brinkkord, Aif® Cepa Email and Phone Number

Senior VP of Wealth Planning with Trilogy Financial Services @ Trilogy Financial
huntington beach, california, united states
Windus Fernandez Brinkkord, Aif® Cepa's Location
Solana Beach, California, United States, United States
Windus Fernandez Brinkkord, Aif® Cepa's Contact Details

Windus Fernandez Brinkkord, Aif® Cepa work email

Windus Fernandez Brinkkord, Aif® Cepa personal email

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About Windus Fernandez Brinkkord, Aif® Cepa

Since joining Trilogy Financial in 2003, Windus has paired success with her commitment to the relationships in her life. She works with her clients to visualize the pathways to their success so they can decide which route is better for them and helps them change gears should their chosen pathway not be as productive as anticipated. Ultimately, she strives to help her clients understand that success isn’t achieved with the first plan but with their long-term relationship and commitment to work together.Coming from a family background in property management, Windus also wants to help build, create and foster an awesome culture for other professionals to grow their business. She is a member of the professional groups, Connected Women of Influence, 6 Degrees San Diego and SPIRE. She is also a board member for Traveling Stories, an organization that believes in outsmarting poverty through literacy programs.She is an Investment Advisor Representative with Trilogy Capital, Inc., where she holds her Series 65 Registration. She also holds her Series 6, 7 and 63 Registrations with LPL Financial, as well as holds a Life Insurance License. *Recognizes and celebrates 40 nominated San Diego residents, men and women under the age of 40, who have made outstanding contributions to their professions, industries or San Diego as a whole.

Windus Fernandez Brinkkord, Aif® Cepa's Current Company Details
Trilogy Financial

Trilogy Financial

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Senior VP of Wealth Planning with Trilogy Financial Services
huntington beach, california, united states
Website:
trilogyfs.com
Employees:
170
Windus Fernandez Brinkkord, Aif® Cepa Work Experience Details
  • Trilogy Financial
    Senior Vice President Of Wealth Planning
    Trilogy Financial Mar 2003 - Present
    San Diego, California, United States
  • Trilogy Financial Services
    Vice President Of Investments
    Trilogy Financial Services Mar 2003 - Present
    Greater San Diego Area
    Windus Fernandez Brinkkord is passionate about helping people work towards attaining the wealth they need to achieve financial freedom and security. She started her career in the financial services industry with Trilogy Financial Services (Trilogy) in March of 2003. As a Senior Vice President of Wealth Planning, she offers a thoughtful and patient approach to wealth planning by walking her clients through a range of financial services to help them make educated decisions about their own financial future. She actively manages money and provides comprehensive planning for her clients. Windus’ dedication to her clients has resulted in her being included in the “Baker’s Dozen” in 2008, 2011, 2012, 2013, & 2014. Baker’s Dozen is Trilogy’s most elite group of top advisors. In 2015 she was also awarded the “40 Under 40 Award” by SDMetro. While her career with Trilogy keeps her busy, Windus dedicates considerable time to several community organizations. She also leads a very fulfilling personal life with her family, which includes her husband, Kurt, two children, Bradley and Eloise, and two dogs, Akio and Koji. She and Kurt are avid surfers, travelers, and hikers. Together, they have tackled adventures from hiking Macchu Picchu to road trips through Belize.Windus Fernandez Brinkkord is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AA, AP, CA, DC, FL, HI, ID, IN, MA, MD, MN, MT, NM, NY, TN, TX, VA, WA.
  • Adjoin
    Board Member
    Adjoin Jan 2023 - Present
    San Diego, California, United States
  • Traveling Stories
    Board Member
    Traveling Stories Jan 2018 - Nov 2021
    San Diego, California, United States
    Served on the board and as Board President for 2 of the 3 years. Helped guide the board through fund raising goals, growth, and the pandemic.
  • Wounded Warrior Homes
    Advisory Board Member
    Wounded Warrior Homes Jul 2010 - Nov 2018
    Greater San Diego Area
    In my duties of the Vice President of Investments at Trilogy Financial Services, I assist Wounded Warrior Homes in guiding the non-profit through planning and raising money. To see more about what we do please go to http://woundedwarriorhomes.orgServed as President of the Board until January 1st 2014.
  • Usis
    Intern
    Usis Jan 2002 - Dec 2002
    Greater San Diego Area
    Assisted in background checks for individuals applying for security clearance with the Department of Defense.

Windus Fernandez Brinkkord, Aif® Cepa Skills

Strategic Financial Planning Wealth Management Financial Advisory Retirement Planning Retirement Asset Allocation Business Planning Strategic Planning Marketing Small Business Financial Analysis Employee Benefits Start Ups Project Management Investments Disability Insurance Life Insurance Key Man Insurance Funding Buy Sell Agreements Investment Advisory Services Fee Based Planning 401k 401k Rollovers Iras Roth Ira 529 Plans 403 B Investment Management Buy Sell Agreements Variable Annuities

Windus Fernandez Brinkkord, Aif® Cepa Education Details

Frequently Asked Questions about Windus Fernandez Brinkkord, Aif® Cepa

What company does Windus Fernandez Brinkkord, Aif® Cepa work for?

Windus Fernandez Brinkkord, Aif® Cepa works for Trilogy Financial

What is Windus Fernandez Brinkkord, Aif® Cepa's role at the current company?

Windus Fernandez Brinkkord, Aif® Cepa's current role is Senior VP of Wealth Planning with Trilogy Financial Services.

What is Windus Fernandez Brinkkord, Aif® Cepa's email address?

Windus Fernandez Brinkkord, Aif® Cepa's email address is wi****@****yfs.com

What schools did Windus Fernandez Brinkkord, Aif® Cepa attend?

Windus Fernandez Brinkkord, Aif® Cepa attended University Of San Diego.

What are some of Windus Fernandez Brinkkord, Aif® Cepa's interests?

Windus Fernandez Brinkkord, Aif® Cepa has interest in Surfing, Traveling.

What skills is Windus Fernandez Brinkkord, Aif® Cepa known for?

Windus Fernandez Brinkkord, Aif® Cepa has skills like Strategic Financial Planning, Wealth Management, Financial Advisory, Retirement Planning, Retirement, Asset Allocation, Business Planning, Strategic Planning, Marketing, Small Business, Financial Analysis, Employee Benefits.

Who are Windus Fernandez Brinkkord, Aif® Cepa's colleagues?

Windus Fernandez Brinkkord, Aif® Cepa's colleagues are Ken Schwallie, Kevin Mackintosh, Debra Stolz, Scott Brown, Kevin Rose, Yvonne Navarrete, Gary Klein.

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