Biography

Marcus Trivedi founded Trivedi Financial Group with the vision that clients deserve a qualified, honest, and dedicated financial consultant who provides comprehensive financial solutions with the client's best interests as the top priority.

After graduating Phi Beta Kappa from Indiana University, Marcus Trivedi completed investment planning and insurance training from DePaul University in Chicago.  In 1999, he entered the financial services industry as a financial advisor with Prudential Securities, Inc.  He earned the coveted A.C.E. award in 2000 for outstanding performance during his first year in production.  In 2002, as a means to better serve his clients, he moved his financial practice to Sammons Securities, LLC, where he serves as Branch Manager of the firm's Chicago office.  In 2005, he was named to the American Funds All-American team and to the Sammons Securities Century Club.

As a consultant in the financial services industry, Marcus Trivedi is a well-respected speaker on a wide range of financial subjects.  Since 2003, he has been conducting a popular series of financial workshops aimed at helping people understand the financial planning process and make better financial decisions.

Marcus Trivedi holds Series 7, 63, and 65 securities licenses as well as his Life, Disability, Health, and Long-Term Care insurance licenses.