wiseradvisor

Troy Robertson
Copley Financial Group, Inc.

Tel: 619-294-6008
2650 Camino Del Rio N. Suite 350
San Diego, CA 92108
Copley Financial Group, Inc. | Financial Advisor in San Diego ,CA


About Copley Financial Group, Inc.

We provide value that involves more than just investment advice. Our advice is an outcome of personal relationships and comprehensive planning. We thrive on providing an extraordinary retirement planning experience by crafting sophisticated plans that unites all the parts of your financial life together.


General Information

Firm Start Year:   1990
No.of Employees:   10-19
States Licensed in:   USA
Number of Years with Current Firm:   5
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses


Services

Investment Types:   Bonds, Stocks, Annuities, Alternative Investments, Insurance, Mortgages & Real Estate, Commodities, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, Via Phone, Video Conference, Our Offices


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Health, Annuity, Variable Life


Firm Information

Firm's Number of Clients:   500+
Firm's Number of Planning Clients:   500+
Firm's Number of Managed Clients:   500+
Assets Managed by Firm:   $200 million


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $25K and up



Troy Robertson

Troy Robertson

Troy is a retirement planner, located in San Diego, CA., who enjoys helping people plan for their present as well as their future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated Cum Laude from Law School with an award in Ethics. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in Lakeside and currently resides in Alpine. He has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for over 30 years. They have three boys and one granddaughter. The oldest son, Brandon, and his wife Mandi have a beautiful daughter, Harper Marie. Michael, the second oldest, is a graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, just graduated from the University of Notre Dame with a degree in Aerospace Engineering.

Schedule A Consultation With Troy CLICK HERE.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM