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San Diego, California - Chapter Meeting

When:
Wednesday, March 24, 2021, 8:30 AM until 9:30 AM
Where:
Zoom
https://edwardjones.zoom.us/j/3849343869?pwd=enhqNjlSRVdLVUN5cjlCcDFpa2J6dz09
https://edwardjones.zoom.us/j/98794417382?pwd=aDltWlc1YzFHNE9TQ3FYU2xpNm1Cdz09
San Diego, CA  
Additional Info:
Contact(s):
Trey Gallegos- San Diego Chapter Leader
Chapter Leader
(858) 521-8496 (p)
858-521-8496 (c)
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
No Fee
No Fee
No Fee
No Fee


About Divorce Transition Professionals (DTP)

 

Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specialize in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more......

This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.




This Month's Program

Let's get to know each other!

I recently took over the leadership of this chapter. So, my goal during this meeting is to have an open table discussion. I am hoping this discussion will give us a chance to get to know each other and brainstorm ideas for the future growth of our chapter.

I am looking forward to the opportunity of making this chapter, excellent!

-Trey Gallegos



 
                 



 


DTP San Diego Chapter Leader

 Trey Gallegos


         Trey Gallegos
 

As an Edward Jones financial advisor, I believe in a full service, custom fit approach. No two lives are the same, so the financial strategies used for each person should be adjusted accordingly.

I earned a bachelor’s degree in financial services and a certificate in personal financial planning from San Diego State University. Go Aztecs! I also hold the Chartered Financial Consultant (ChFC®) designation. 

My education and designations have led me to build my practice using a wholistic approach. I evaluate all areas of your personal and financial position instead of individual aspects. Doing so gives me the ability to identify a plan and provide each of my clients personalized guidance.

On a personal side, my family and I moved to San Diego County in the late 90's. From that moment I fell in love with southern California and knew I would never leave. My wife Sandy is a nurse at a local hospital, and we are raising two amazing daughters who keep us young. I have a passion for sports, food and traveling. I am involved in my local community through my children's school and enjoy participating in various foundations.

Consider me and my branch team if you are looking for people who will take the time to truly understand what is important to you and follow through with an excellent client experience.



 
DTP Founder

 

Neil Palache
The Wealth Creator Company For Women

Tel: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.