Michael Gilbert

Michael Gilbert Investment Adviser Representative

Financial Adviser at National Planning Corporation in San Diego, CA

About

At Trilogy we do not own or have any ownership interest in any of the programs I may recommend. This allows me to offer unbiased, objective guidance to you in all areas of wealth management. I believe in some core principles in investment management that are time tested to assist you in attaining long-term investment performance: •Although they cannot ensure a profit or protect against a loss, diversification and asset allocation can provide a basis to managing market volatility, investment returns, and potential market risks. • I assist you in clarifying your goals and objectives, which build the foundation to recommending an appropriate strategy. • By fully understanding your situation, your risk tolerance and other important factors in your planning process, I will do my utmost to help you maximize potential investment returns. • I carefully evaluate how to best manage taxation in your portfolio by utilizing tax efficient investment strategies or methods to reduce taxation on your investments when appropriate. We provide access to well established financial organizations and a broad universe of recognized institutional money management firms. Investment strategies are identified with one thing in mind; which money management firm best fits your unique situation. The best part about working with me is that planning does not stop once a strategy is implemented. The ongoing monitoring and regular assessment of your changing needs are imperative to long-term investment success. Securities and Advisory Services offered through National Planning Corporation (NPC), NPC of America in FL & NY, member FINRA (www.finra.org) / SIPC (www.sipc.org) NPC is a Registered Investment Adviser. Trilogy Financial Services, Inc. and NPC are separate and unrelated companies. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice. NPC Privacy Policy (https://www.natplan.com/public/forms/npc_madv6130a.pdf)

Contact
Click for phone number
(858) 755-6696
Address
12526 High Bluff Dr Ste 150 in San Diego, CA 92130
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Debbie
Answered by Michael Gilbert, Financial Adviser in San Diego, CA
You can setup just about any type of plan and fund them when you have the money to. For example you can setup an Individual 401(k) and fund it at any point during the ...
Q&A
Asked by Elaine
Answered by Michael Gilbert, Financial Adviser in San Diego, CA
Your first step should be to check with your employer to see if they have a retirement plan in place. i.e.401(k). SEP, or Simple plan. These plans allow you to save fo...
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Servicing

Credentials

Licenses

Series 63
Series 6
Series 7
Series 65

Background

Experience

Investment Adviser Representative

Disclosure

Securities and Advisory Services offered through NATIONAL PLANNING CORPORATION (NPC), Member FINRA, SIPC, Registered Investment Adviser. Trilogy Financial Services, Inc. and NPC are separate and unrelated entities.