Cfp® Troy Owens

Wealth Planner at AlphaCore Wealth Advisory

Troy Owens, CFP®, currently serves as a Wealth Planner at AlphaCore Wealth Advisory since October 2021, leveraging extensive experience in financial planning. Prior roles include Financial Planning Consultant and Associate at LPL Financial, and Client Coordinator at Nautilus Advisors. Troy's early career included a Financial Advising Internship at AMG, where skills in client portfolio creation and retirement planning were developed. Additionally, Troy gained valuable experience interning at The Sheckler Foundation, focusing on event planning and social media initiatives. Educationally, Troy holds a Bachelor's degree in Financial Services from San Diego State University, where a major GPA of 3.6 was achieved, and also studied at the Czech University of Life Sciences Prague.

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San Diego, United States

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