Trillium Financial Services

James Garza has been in the financial services industries for over 18 years and has advised a variety of clients such as multinational companies, clients with estate planning, businesses with succession plans and individual retirement planning. We are easy to do business with; we aim to provide individual and customized financial planning in simple plain language. We offer full transparency of fees, rate of return, risks, account values and pension options. This is what Trillium excels at delivering. James Garza, QFA, of Trillium Financial Services, specializes in self-administered pensions and advises on alternative investments. He is an Alternative Investment fund manager with funds invested in the US stock market, regulated by the Central Bank of Ireland Previous to opening his own business James was a Vice President of Investments with JP Morgan Chase and had over $50 million of assets under management. During his time there he built a solid record of achievement and advancement through increasingly responsible financial investment planning. James is currently living in Ireland with his wife and two teenage children. James Garza T/A Trillium Financial Services is Regulated by the Central Bank of Ireland