Nathan Brown
Senior Vice President of Wealth Planning

"Our goal is to be infectious with hope and absolutely revolutionary in people's lives!"


“Helping people make positive decisions; financial and otherwise…”

This is the cornerstone for Nathan Brown and his wealth advisor group at Trilogy Financial.

Nathan joined Trilogy in 2006 with one goal: to help people. Since then, he has developed a passion to teach people how to live a confident financial lifestyle day in and day out. He believes financial behaviors are more important than current financial numbers and that with hard work anyone can enjoy a fantastic future. This approach led him to be selected to the team that developed Trilogy’s Planning Division, as well as become advisor and consultant to several prominent non-profit organizations and hundreds of families. Nathan is also one of the youngest advisors to be promoted to Senior Partner in Trilogy’s history and is a Dave Ramsey SmartVestor Pro* for investing and financial planning.

2015 marked the turning of a new page for Nathan as he began to expand his client service and operations team with the goal of providing a modern and energetic client experience.

“I have a relentlessly positive outlook for my team and our clients.  Our goal is to be infectious with hope and absolutely revolutionary in peoples’ lives! The time is now to activate your financial life.”

Nathan graduated from Biola University with a Bachelor of Science in Business Administration and Marketing. He is an Investment Advisor Representative and holds the Series 65 securities registration with Trilogy Capital, Inc. and holds the Series 6, 7, and 63 registrations with LPL Financial. He also holds a California life, health, and long-term care license (CA license #0F37267).

In January 2018, Nathan and his wife Brie (a local high school teacher) brought home their adopted son, Fletcher. They look forward to raising him in Corona, the city they both grew up in, with their families and friends close by. When they are not at home you will find them walking in the south Corona hills, at an Angels game, or the TSA line headed somewhere they’ve never been.

*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.


Nathan's Client Relationships

Nathan and his team support a wide variety of clients, but here are some of the groups he has built his practice around.


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