Megan Harpold

Megan believes that the way people are cared for matters just as much as the work itself. When life is full, with careers, family and big decisions, clients deserve a team that handles the details with care and makes every interaction feel easy. That belief has guided her through more than a decade in the financial services industry at a Fortune 500 company, and it’s what brought her back to the work she loves.

In 2026, Megan joined the team at Trifecta Wealth Management, where she plays a key role in delivering an exceptional experience for every client. She works behind the scenes to keep things running smoothly, so clients’ financial lives feel seamless. Megan sees every detail she handles as part of something bigger: helping clients live the life they’ve envisioned.

Megan lives in Carlsbad, and when she’s not in the office, you’ll find her walking and running with her dog, Brie.

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