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Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108
(619) 2946008

Make you the most money and pay the least in taxes.

About Copley Financial Group, Inc.

We are SEC-licensed fiduciary advisors (only about 20% of advisors hold this license) that are legally bound to do only what is in our client's best interests. We don't get paid any different based on the investment recommendations we make. Along with wealth management and retirement planning, we are a one-stop shop offering Mortgages, Real Estate Brokerage, Insurance, Medicare Supplements, Trusts/Estate Planning, and more. We have offices here and in New York City.

We look forward to inviting you in for a free consultation and investment or retirement plan. We aim to get to know our clients and create customized solutions based on your goals and risk tolerance. We like to help everyone and have built San Diego's fastest growing wealth management firm off of happy client referrals. Our office is a family-friendly office built on acting with integrity and transparency.

General Information

Firm Start Year


No.of Employees




Firm CRD#


Insurance License#


States Licensed in

California, Indiana

I work with the following types of clients

Individual Investors


Investment Types

Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, At my office, At your home

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 65

Insurance and Annuity Licenses

Accident, Annuity, Health, Life

Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Based on Assets

Additional Details on Charges

No fees on annuities to me or the company


Bachelor's - Political Science, Kelley School of Business

Indiana University
2002 - 2006

Juris Doctorate (J.D.) - Contracts, Corporate Law

California Western School of Law
2006 - 2010