Troy Robertson

Fiduciary Financial Advisor & Attorney At Law

Licenses Series 65, NMLS, Insurance, SIE, Series 63, Series 7

CA Bar #190585 | CDI #0H40504 | NMLS #1606969

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Planning is bringing the future into the present so that you can do something about it now.” - Alan Lakein

Troy is a Senior Wealth Manager 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 winning awards for contracts and ethics. He also wrote for Law Review. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in the Lakeside area and has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for 35 years and they have lived in Alpine for over 20 years. They have three boys and two granddaughters. His oldest son, Brandon, and his wonderful wife Mandi have two beautiful daughters, Harper and Ellie. Michael, his second oldest, recently married an amazing bioengineer from Cal Berkely, Alison, that he met in Sweden. Michael graduated from UCSD with an Economics degree and a business minor. His youngest, Justin, graduated with an Aerospace Engineering degree from the University of Notre Dame. Troy enjoys family time, golf, hiking and travel.