Trinity Capital Management, LLC

John Oldengarm is a financial advisor at Trinity Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trinity Capital Management since 2013. Outside of his advisory role, he is involved in fixed insurance products including life, disability, annuities, and long-term care. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm employs an academically informed investment approach based on Modern Portfolio Theory and multi-factor regression analysis, focusing on broad global diversification and targeted risk-premium exposures, while integrating comprehensive planning services tailored to each client’s financial situation.

Lena Kaloostian is a CFP® and holds a Series 65 license, with 13 years of experience in financial advising. She has been with Trinity Capital Management, LLC since 2013. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm combines discretionary investment management with ongoing advanced planning, employing an investment process grounded in Modern Portfolio Theory and multi-factor regression analysis, emphasizing global diversification and targeted risk-premium exposures.

Daniel Baker is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Trinity Capital Management, LLC since 2013, working as part of a five-advisor team based in Rancho Cucamonga, CA. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm combines discretionary investment management with advanced planning, utilizing an academically informed, factor-based investment approach focused on global diversification and targeted risk-premium exposures.

Fredric Fisher is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Trinity Capital Management, LLC since 2008. He holds Series 63 and Series 66 licenses and is also licensed as a life insurance agent. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm employs an academically informed, factor-based investment approach combined with comprehensive planning tailored to clients’ tax situations, time horizons, and risk tolerances.

Andrew Bucher is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Trinity Capital Management, LLC since 2006. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm employs an investment approach grounded in Modern Portfolio Theory and multi-factor regression analysis, focusing on global diversification and factor-based exposures, while integrating comprehensive planning services tailored to each client’s needs.