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Trilogy & St. Patty’s Day

10 Apr 2023

written by Cindy Matalucci

We are kicking off #womenshistorymonth with an awesome new live show with Windus Fernandez Brinkkord from Trilogy Financial Services!!

Hot topic is financial advice for married & unmarried couples.

Whether you are married, single or have a domestic partnership, Windus has got you covered!!

Couples have many questions about Estate Planning.

Windus says you can work with your Financial Advisor and Teams to create an estate plan strategy to control your finances and health now, and let your gifts and directives make the greatest impact possible. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones – Now that is leaving a legacy.

She also addresses topics like shared assets, and joint bank accounts.

We love that she does a free consult to see if her firm is a fit for you!

About Windus:

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 52.

Hot Topic: St. Patrick’s Day! Do you have plans for St. Patricks Day? It Falls on a Friday this year, watch out!!! March 17th!!!

We talk about the 7 places to eat and drink like the Irish on St. Pattys Day!

A favorite:
The Field Irish Pub: Must order is the peanut butter cup cocktail and the Lamb Shepherds PIE!
Get your green on in the Gaslamp and free yourself at The Field Irish Pub! Experience their all-day menu complete with classics made fresh like the lamb shepherd’s pie, which features ground lamb, vegetables, gravy, champ (mashed potato) and Irish cheddar. Located in the Gaslamp!

544 Fifth Ave Apt. A, San Diego, CA 92101

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