Shel Brandenburger, CFP<sup>&reg;</sup> - Financial Advisor

Shel Brandenburger, CFP®

Owner/President

TRILOGY Consultants

1611 Borel Pl, Suite 5
San Mateo, CA 94402
(650) 572-7192

General

Shel Brandenburger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TRILOGY Consultants in San Mateo, CA and the surrounding communities.

Financial Advisor Overview

Comprehensive knowledge and experience; plus objectivity and judgment rendered to discerning clientele

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Financial Advisor Experience

Over 4 decades of business/financial advisory experience as an independent Certified Financial Planner Practitioner to individual clients and business owners.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer

An independent contractor with FSC Securities Corp, (member FINRA/SIPC) Advisor also is the sole-owner of TRILOGY Consultants, a CA Registered Investment Advisor, which itself has no connection to FSC or any other entity. 

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Limited Partnerships, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources