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Troy Robertson

Fiduciary Financial Advisor & Attorney At Law

Licenses Series 65, NMLS, Insurance

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 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. 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 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 recent graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, is an Aerospace Engineering major at the University of Notre Dame.