Hi, my name is Troy Davidson and I am a Wealth Advisor at Ballast Rock Private Wealth in Orange County, California. I’ve spent nearly 20 years helping individuals, families, and business owners manage wealth through constantly, everchanging economic and political environments. I played both soccer and ice hockey in college and received my MBA in Finance from San Diego State University. I also hold a Certified Private Wealth Advisor® (CPWA®) and Certified Wealth Strategist® (CWS®) designation. Outside of work I am a huge sports fan, and I love to surf, travel, and spend time with my beautiful wife and two kids. My approach to wealth management is centered around building deep, long-term relationships, and guiding clients through all stages of their financial lives —whether it’s growing, preserving, or passing on the wealth they’ve worked so hard to create. I’m passionate about simplifying complex financial topics so you feel confident and in control. If you’re looking for a trusted partner who is a fiduciary to help you make more intentional financial decisions, I would love the opportunity to connect.