CRD: 288213
Torrey Pines Financial, Inc.
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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2017
- Office Locations
- 2
Office Locations
About Torrey Pines Financial, Inc.
Torrey Pines Financial is a San Diego-based wealth management firm focused on retirement distribution planning for clients who want education and transparency. The team coordinates investments, multi-year tax strategies, and Medicare/healthcare decisions into a single roadmap designed to manage market, tax, healthcare, and longevity risks. Their “Time Segmented” three-bucket portfolio approach is built to clarify cash-flow sources and reduce volatility in retirement.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANK EDWARD MONTES JR
Chief Compliance Officer, President
- CRD
- #2167168
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael Harris Rosendahl
--
- CRD
- #6911442
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,800,000 | -- |
| Total | $34,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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