Troy Owens serves as a Wealth Planner for AlphaCore. He is responsible for developing, implementing, and reviewing client’s financial plans. Troy is passionate about serving individuals and families in helping to plan for and protect their financial futures using sound financial planning techniques. Troy has earned the designation of Certified Financial Planner™ (CFP) professional. CFP® professionals are held to the organization’s high standards of competency and ethics when providing financial advice to clients.
Troy started his career with LPL Financial as a member of the home office Financial Planning team. His responsibilities included consulting on complex retirement, tax, and estate planning issues, in addition to modeling strategies in financial planning software.
Troy resides in La Jolla, California and when he’s not in the office he enjoys playing golf, spending time with friends and family, and watching his favorite NFL team, the Dallas Cowboys.
Education and Accreditation:
- San Diego State University, B.S. Financial Services
- Certified Financial Planner™ professional