Investment Advisor Representative

One of the things that inspires Tristen is his never-ending desire to improve and constantly be better in life. Whether it’s being a better communicator, father, son, or competitor, there is no end to pursuing greatness. It’s with this passion that he coaches his clients to work towards their own personal definition of financial independence. Whether he is working with clients approaching retirement or others managing student loan and credit card debt, he approaches them with the same degree of specialized focus to find a plan that works towards their own success.

Tristen is passionate about golf, a game that has taught him integrity, sportsmanship, competitiveness and a work ethic that carried over into the everyday aspect of his professional career. When he’s not assisting clients, you can find him on the golf course, playing basketball, or spending time with his family at the beach.

Born and raised in Orange County, California, Tristen graduated from Cal State Fullerton University with a degree in business. He is an Investment Advisor Representative and holds his Series 65 registration. He also holds his Life and Health Insurance License and his Real Estate License.

PROFESSIONAL DESIGNATIONS

Financial Services Certified Professional

The FSCP® program covers the critical skills and knowledge to successfully launch your career as a financial services professional or to grow your practice by marketing new products and services. You will learn crucial prospecting and marketing techniques, fundamentals of a wide range of products, how to meet client needs, and how to build a successful business. Taught by industry experts, and reflective of current trends and market realities like social media and regulatory constraints, the practical and relevant skills advisors learn can be applied right away.

EDUCATION

CALIFORNIA STATE UNIVERSITY, FULLERTON

Bachelor of Business Administration - BBA

Entrepreneurial and Small Business Operations

2004 – 2006