Windus Fernandez Brinkkord, Aif® Cepa Email and Phone Number
Windus Fernandez Brinkkord, Aif® Cepa work email
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Windus Fernandez Brinkkord, Aif® Cepa personal email
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.
Trilogy Financial
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Senior Vice President Of Wealth PlanningTrilogy Financial Mar 2003 - PresentSan Diego, California, United States -
Vice President Of InvestmentsTrilogy Financial Services Mar 2003 - PresentGreater San Diego AreaWindus 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. -
Board MemberAdjoin Jan 2023 - PresentSan Diego, California, United States -
Board MemberTraveling Stories Jan 2018 - Nov 2021San Diego, California, United StatesServed 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. -
Advisory Board MemberWounded Warrior Homes Jul 2010 - Nov 2018Greater San Diego AreaIn 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. -
InternUsis Jan 2002 - Dec 2002Greater San Diego AreaAssisted in background checks for individuals applying for security clearance with the Department of Defense.
Windus Fernandez Brinkkord, Aif® Cepa Skills
Windus Fernandez Brinkkord, Aif® Cepa Education Details
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International Relations
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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