IDEAL Plans Ideal Advisors

Ep 15 Serving US and International Clients - an Interview with Efrain Trujillo

May 25, 2020 Richard E. Boone Season 1 Episode 15
IDEAL Plans Ideal Advisors
Ep 15 Serving US and International Clients - an Interview with Efrain Trujillo
Show Notes

In this episode we'll interview Efrain Trujillo, a wealth manager in Los Angeles.  Efrain grew up speaking Spanish which gave him perspective and inspiration to represent his heritage as a financial advisor and to serve the large Spanish speaking population.  After graduating from USC with a degree in finance, he literally began his career working in the mail room of branch office of a major wire-house firm. Turns out that was a great move as it allowed him to learn all about how the industry actually works - and how to get things done for your clients. He learned so much that by age 26 he became a branch manager himself.  By listening to this episode you may be inspired by how he uses his technical expertise to serve his clients and to shorten the distance between himself and his clients both in the US and in Mexico.