CWSCPWA®

    Troy Davidson

    Wealth Advisor

    Ballast Rock Private Wealth LLC
    Newport Beach, CaliforniaNo minimum minimum

    About Troy

    Hi, my name is Troy Davidson and I am a Wealth Advisor at Ballast Rock Private Wealth in Orange County, California. I’ve spent nearly 20 years helping individuals, families, and business owners manage wealth through constantly, everchanging economic and political environments. I played both soccer a... One thing I want my clients to know about me is: For two decades I have helped manage wealth for individuals, families, and business owners as a fiduciary by building deep, long-term relationships, and guiding clients through all stages of their financial lives

    Areas of focus

    Credentials & background

    Designations

    CWSCPWA®

    Education

    MBA Finance San Diego State University (2008); BS Business Administration San Diego State University (2005)

    Clients served

    Business OwnersRetireesTech EmployeesEntrepreneursWealthy FamiliesHigh Net Worth IndividualsUltra High Net Worth IndividualsDoctorsCorporate ExecutivesInheritorsBusinesswomenWomen in TechReal Estate DevelopersReal Estate AgentsPartners at Law FirmsAttorneys & ParalegalsProfessional AthletesSurviving Spouses

    The firm

    Ballast Rock Private Wealth LLC