Chatsworth/Porter Ranch Chamber of Commerce
The Chatsworth/Porter Ranch Chamber of Commerce has been proudly serving our community since 1914. As a Chamber, we have always taken the forefront in business advocacy, as well as the betterment of our community-at-large.
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Business Spotlight

Trilogy Financial Services, Inc.

On the web at www.trilogyfs.com

Trilogy Financial Services, Inc.


Trilogy Financial Services, Inc. advises couples, families, individuals and businesses, guiding wealth with prudent planning and years of collective wisdom and experience.
We invite you to discover a central, powerful resource for financial planning... a company that designs its services around you, giving you a level of financial care that’s second to none.

Trilogy’s mission is to provide innovative, practical, top-quality strategies and solutions that meet our clients’ financial needs. Our primary responsibility is to the TFS staff, who, in turn work toward helping clients reach their financial goals.


In Carrying Out Our Day-to-Day Business We:
  • Treat everyone with respect, integrity, and honesty.
  • Believe our clients come first. They are critical to our success and are our best source of new clients.
  • Build a strong corporate culture within a positive work environment.
Through a long-term commitment to these principles we will be known as a company that builds solid relationships with our staff and our clients, thus leading to continued financial success.

With eight locations and growing Trilogy Financial Services, Inc. is your turnkey solution, with a vision of helping millions of Americans achieve financial independence.
Founded in 1999 by President Jeff Motske, CFP® and Executive Vice President Kevin MacKintosh, Trilogy has grown every year due to their unsurpassed trust and integrity with their loyal clientele.

Our experienced and forward thinking advisors are kept up to date with the latest financial trends, utilizing state of the art technology so that they can provide every client with major expertise and personalized service and care.

At Trilogy, we believe in comprehensive Wealth Management collaborating with experienced Tax Professionals and Attorneys to assist our clientele to help them attain their goals, preserve their wealth and then distribute their wealth in the most efficient manner with the least amount of taxes.

We take pride in providing unbiased, objective guidance, assisting our clients to help them achieve their most worthwhile financial goals, from generation to generation.

Contact Us
Ronald Bernheim
26635 W. Agoura Road, Ste. 101
Calabasas CA 91302 - map

• phone: 818-444-7880
• e-mail: ronald.bernheim@natplan.com
• web: www.trilogyfs.com
• member since: 2007-09-25

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Chamber Events
11.26, Wed - Board Meeting
12.02, Tue - Leads Luncheon
12.11, Thu - Networking Breakfast
12.16, Tue - Leads Luncheon
12.17, Wed - Board Meeting
Conference Room
11.24, Mon - Path Point
11.25, Tue - CNC Outreach
11.27, Thu - TOPS
12.02, Tue - Design Review Board
12.02, Tue - West Valley Stamp Club
12.03, Wed - Toastmasters
12.09, Tue - CNC Beautification
12.16, Tue - CNC Equestrian
12.17, Wed - CNC Enhancment
12.18, Thu - CNC Land

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About the Chamber of Commerce
The Chatsworth/Porter Ranch Chamber of Commerce has always taken the forefront in business advocacy, as well as the betterment of our community-at-large.		 Building Your Business
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Through the programs offered by the Chamber and the increased visibility that members receive, businesses grow stronger and create a bond with their community. 		Learn More About Chatsworth
The Northwest part of the San Fernando Valley, sheltered by the majestic Santa Susana Mountains, has a history that can be traced back to the 1700's.
2008© Chatsworth/Porter Ranch Chamber of Commerce
10038 Old Depot Plaza Road, Chatsworth, CA 91311
Ph: (818) 341-2428   Fax: (818) 341-4930
E-Mail: info@chatsworthchamber.com
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