Financial Poise

About Jeff Motske CFP®

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Jeff Motske, CFP®, is president and CEO of Trilogy Financial, a privately held financial planning firm headquartered in Huntington Beach. He is the author of The Couple’s Guide to Financial Compatibility and the host of “The Jeff Motske Show,” where he guides listeners through proven steps toward financial freedom. Learn more at trilogyfs.com, or contact Motske at (714) 843-9977 or [email protected].


Financial Poise Contributions

  • Understand Buy-Sell Agreements: Safeguard Your Business Against Death, Disability, Divorce, and Disputes Article published on December 23, 2024
  • Understand Buy-Sell Agreements: Safeguard Your Business Against Death, Disability, Divorce, and Disputes Article published on December 23, 2024