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Our Team – Trevor

OUR DEDICATED TEAM

Trevor Shubin

Financial Professional

Trevor Shubin started his career in IT leadership, with experience as a Corporate IT Director and Information Security Manager. However, he discovered a passion for personal financial planning and made a significant shift. Over the past several years, Trevor has become a professional in pension maximization strategies, and retirement planning

Trevor joined Forthright Capital Partners in February of 2022, where he has established himself as a highly-rated financial professional. Trevor takes pride in offering exceptional service to his clients, who are eager to refer him to their loved ones, and he finds fulfillment in educating them about retirement planning intricacies and helping them build their financial portfolios.

Trevor graduated from California State Fullerton with a degree in Business Administration and a minor in Music. He has completed coursework in retirement planning, social security, financial planning, annuity suitability transactions, producer best ethics, and tax planning strategies. Trevor shares his expertise with his colleagues through lectures on independent investment practices.

In his free time, Trevor enjoys outdoor activities such as boating, hiking, and camping. He is also a movie buff and technology enthusiast, as well as a classically trained singer and karaoke aficionado. Trevor has a heart for volunteer work and served as a youth pastor for 10 years at his local ministry in Yorba Linda Friends. He and his wife Jamie, along with their dog Honey, currently reside in Arizona but frequently visit Orange County, California, to see clients, friends, and family.

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