Troy Franzen, Relationship Manager
AIF ®, CWF ®
2010 Main Street, Suite 220
Irvine, CA 92614
Troy A. Franzen, AIF® is a Financial Advisor with Signature Estate & Investment Advisors, LLC. Mr. Franzen has been in the securities and insurance business since 1996, starting with his tenure at SEIA from 1996 through 2001 as a Financial Advisor. Prior to rejoining SEIA in 2013, he served as Senior Private Client Advisor for the Private Client Services Group and Wealth Advisor for the Wealth Management Group of two major banking firms, where he was responsible for providing clients with comprehensive wealth management strategies such as financial planning, investment planning, charitable planning and retirement planning.
Troy spends time giving back to local non-profits and serves on the Brandman University Advisory Council. He resides in Orange County, California with his wife and two children. Mr. Franzen is an avid sports fan. He currently coaches hockey, baseball and soccer.
Mr. Franzen received his B.S. in Business Administration, Finance from California State University, Northridge. He has earned his Certified Wealth Strategist® designation from Cannon Financial Institute and his Personal Financial Planning Certificate from the University of California, Los Angeles. He has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360. He is also a licensed insurance agent (CA Ins. License #0B73126).