Copley Financial Group 2650 Camino Del Rio North, Ste 350
San Diego, CA 92108
619-294-6008
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.
Firm Start Year
No.of Employees
CRD#
Firm CRD#
Insurance License#
States Licensed in
I work with the following types of clients
Investment Types
I can meet clients in the following ways
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Compensation Methods
Additional Details on Charges
Bachelor's - Political Science, Kelley School of Business
Juris Doctorate (J.D.) - Contracts, Corporate Law