Your Local Financial Advisor
Based in Del Mar. Serving San Diego families across generations.
30 Minutes. No Cost. No Obligation.
What to expect
Review where you stand today.
Identify high-leverage decisions.
Discuss next steps that could strengthen your long-term financial position.
Who this is for
You’ll likely benefit from this call if one or more of these are true:
You want to spend more time at the beach and less time looking at your stock account.
Your finances have gotten more complex as you’ve built wealth through your business, real estate, or professional compensation.
You want a trusted advisor for major financial decisions.
Recent client support includes:
Rebalancing taxable and tax-deferred accounts to seek an improved after-tax return profile
Analyzing a corporate stock incentive offer and recommending a selection
Supporting a client’s charitable giving to local institutions.
Hi, I’m George, an independent fee-only fiduciary advisor who has helped local families manage their wealth for over twenty years. Long before that, I was a Del Mar Lifeguard and professional athlete.
I co-founded Torrey Growth & Income Advisors in 2006 with a simple goal: to provide thoughtful, tailored financial advice for families that think long-term.
We are an independent, fee-only fiduciary firm managing over $300 million for individuals and families—many of them longtime residents of coastal San Diego.
If you’re looking for a long-term local advisor, we’d welcome the conversation.
30 minutes. No cost. No obligations.
Let’s Talk.
Why Torrey Growth & Income
You’ll work directly with a team rooted in the San Diego community.
Proof at a glance
Nearly 20 years as an independent, family-owned advisory firm.
$300+ million in managed assets with plans built around clarity — not guesswork.
100+ clients in San Diego, many served across multiple generations.
Boutique-firm attention. Big-firm capabilities.