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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AlphaCore Wealth Advisory
At AlphaCore, we employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, we believe alternative investments should also be incorporated in order to properly diversify a portfolio. Historically, having a large allocation to traditional, long-only asset classes, primarily made up of equities and bonds, was considered the necessary ingredient to forming a well-diversified portfolio. Today, however, the markets have become both increasingly correlated and recent moves in equities and interest rates have become exhausted. As financial advisors, adding alternative investments in a prudent manner can help to provide the proper diversification needed in the decades to come. Our team proudly offers these customized solutions tailored to the unique goals and investment profiles of the families and individuals we serve. To ensure compliance with Rule 206(4)-1 of the Advisers Act: Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Please click here for important information about AlphaCore on social media, https://www.alphacorecap.com/alphacore-social-media
Employees
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