President

Torrey Capital, Inc.

5752 Oberlin Drive, Suite 106

San Diego, CA 92121

Phone: 858-952-5721

Year firm founded: 2004

Number of clients: 45 families

Assets under management: $25 million

Client minimum: $250,000

Compensation: Fee-only

Number of advisors in firm: Two

Education: Santa Monica City College in Business Administration; professional designation in Personal Financial Planning from the Extension at UCLA

Previous incarnations: Broker, investment banker, day trader, compliance officer, technology company co-founder

NOT FOR REPRINT

© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.