wiseradvisor

Dave Magee,
Copley Financial Group

Tel: 619-294-6008
Serving Nationwide
San Diego, CA 92108
Copley Financial Group | Financial Advisor in San Diego ,CA

About Copley Financial Group

We believe no one should have to worry about the financial security during this stage of life. Therefore, we offer complimentary retirement planning consultations, give you advice, and show how we can help find a strategy that is appropriate for you.


General Information

Firm Start Year:   1990
No.of Employees:   10-19
Insurance License#:   0m31653
States Licensed in:   CA
Number of Years with Current Firm:   4
Work Experience:   Copley Financial Group Magee Thomson Investment Partners, LLC Duncan-Hurst Capital Management, Inc. Union Bank Hecco Ventures Prudential Securities
I work with the following types of clients:   Non-Profit Organizations, Pension funds, Individual Investors, Businesses


Services

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


Qualifications & Memberships

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


Firm Information

Advisor's Number of Clients:   75
Advisor's Number of Managed Clients:   75
Advisor's Number of Planning Clients:   75
Assets Managed by Advisor:   $15 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:   $100,000
Fee % Based on Assets:   1
Minimum Fee Charged for Managed Accounts:   $0
Minimum Fee Charged for Hourly Planning Accounts:   NA


Education

Bachelor of Science - Economics  University of California, Davis - Davis, California
1974-1978

Master of Business Administration (MBA) - Finance  UCLA Anderson Graduate School of Management - Los Angeles
1980-1982



Dave Magee

Dave Magee

David enjoys meeting clients and providing them with investment and retirement strategies customized to their current and future lives. He delivers over 25 years of investment management practice to his clients and has hands-on experience in wild bull and bear markets and every market environment in between.

Prior to joining Copley Financial Group, Inc., Dave provided pension investment strategies for blue chip institutional investors, including several S&P 500 companies, international investment managers and state and local pension systems. He has significant experience in portfolio management, investment banking, venture capital and commercial banking. He earned an MBA at the UCLA Anderson Graduate School of Management and a BS at UC Davis.

He gives back by teaching Financial Markets and Investment Strategies at UCSD.

CLICK HERE to SCHEDULE A FREE INITIAL CONSULTATON WITH DAVE

see more

My Services

Financial Planning for Individuals

Social Security optimization Assess client investment preferences Portfolio performance analysis Investment recommendations Financial forecast


Financial Advice & Consulting

Financial advice and planning for individuals to build wealth , plan for retirement or implement retirement income strategies.


Portfolio Management

Investment recommendations balance growth, liquidity and safety. Contemplating retirement means adjusting investment objectives.


Communities Served

San Diego National