Marty Troiani, MBA, is a Financial Advisor with more than 14 years of experience helping individuals, families, and businesses to achieve their long-term financial goals. His career has spanned several respected firms, including the General Electric Company, Edward Jones Investments, Wells Fargo Wealth Advisors, and Cetera-First Allied Advisors, where he developed a comprehensive understanding for investment strategy, retirement planning, and client relationship management. He brings a disciplined-entrepreneurial approach to each client relationship. Marty’s holistic view for planning offers a certain depth in the financial process which provides tremendous value as he guides clients with clarity and confidence through all stages of their financial journey.
Marty earned his Bachelor of Science in Business Administration from the College of Charleston and his Master of Business Administration while advancing in his career at GE over 18 years.
Based in San Ramon, California, Marty lives with his wife, Laurie and their two children, Alexander and Alyssa. Outside of work, he enjoys spending time with his family and staying active in his community.