Helping families achieve the lifestyle they envision.
We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Trevor B. Schwartz, CFP®
President, TSI
I was born and raised in San Jose. After graduating San Diego State University, I established a successful career in La Jolla, California, but after several years was drawn back home to Northern California, hoping to work and serve the community that I love.
