Schedule a conversation on your goals, your numbers, and your timeline. 

Get a clearer view of your financial picture

 

Let's Talk

30 Minutes. No Cost. No Obligation.

Hi, I’m Zealan. I help high-achieving professionals bring the same structure and intentionality to their personal finances that they bring to their careers.

Before joining Torrey Growth & Income, I worked alongside leaders at:

  • McKinsey & Company

  • The White House

  • Fortune 500 companies

  • Federal agencies

I saw a consistent pattern: people who excel professionally often don’t have the time — or guidance — to optimize their personal financial strategy.

That’s where I come in.

Who this is for

You’ll likely benefit from this call if one or more of these are true:

  • Your finances have become too complex to manage alongside your career.

  • You’re ready to stop managing high-stakes financial decisions alone. 

  • You want a trusted thought-partner for major financial decisions and turbulent markets.

Recent client outcomes include:

  • Designing an investment strategy to diversify after their equity compensation vested

  • Rebalancing taxable and tax-deferred accounts to seek an improved after-tax return profile

  • Analyzing a corporate stock incentive offer and recommending a selection

  • Building a values-aligned portfolio for a family focused on environmental sustainability

What to expect

  • Review where you stand today.

  • Identify high-leverage decisions worth focusing on

  • Discuss next steps that could strengthen your financial position

  • If there’s clear value for you, then we meet again.

30 minutes. No cost. No obligations.

You’ll walk away with professional input on your current financial picture — what’s on track, and what may merit a closer look.

Let’s Talk.

Why Torrey Growth & Income

You work directly with the senior advisors who build your plan and manage your investment portfolio. Our operations team handles the heavy lifting of moving funds, coordinating accounts, and navigating financial requirements. As an independent firm, our obligation is to the families we serve — not to a big firm’s sell-side quotas or other agendas.

Proof at a glance

  • Nearly 20 years guiding families through their “Do I have enough?” moments.

  • Over $300 million managed with plans built around clarity — not guesswork.

  • Boutique-firm attention. Big-firm capabilities.