Don’t gamble with your financial future™
Troy Wirth and WFIS provide comprehensive financial planning and investment advisory services as well as life, disability and long term care insurance solutions to business, non-profits and individuals.
Troy has been in the financial services industry since 1996. He is a second generation New York Life agent, following in the footsteps of his father, Jon Wirth. He is a Registered Representative of Nylife Securities, LLC and an Investment Adviser Representative with Eagle Strategies, LLC. Troy is a Certified Financial Planner practitioner® and also has his Chartered Life Underwriter designation (CLU®) from The American College. He is also a Life and Qualifying Member of the Million Dollar Round Table (MDRT).
Regarding industry involvement, Troy is active in the Orange County Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and serves as the Political Involvment Leader. He also serves as the Political Involvement Chair for the New York Life Orange Coast General Office.
Troy is a native of Orange County and currently lives in Irvine, CA. He is a graduate of the University of Southern California, receiving his undergraduate B.S. from the Marshall School of Business, Lloyd Greif Entrepreneur Program.
Family is important to Troy and he and his wife Tina have two boys, Jack and Elias. They like to spend time at the beach, going to car shows, cooking and hunting.
To make time for a review to see how we can help you, call our office at 949-854-4695 or email us at email@example.com.