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.
|Firm Start Year:||1990|
|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|
|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'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|
|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
|Minimum Portfolio Size for New Managed Accounts:||$25K and up|
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|