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Troy W

Series 63, Series 66, Series 65

Oakland, CA

Hoodoo

Troy White is the sole advisor at Hoodoo and holds Series 63, 65, and 66 licenses with 10 years of industry experience. He concurrently works as a collateral analyst at the Federal Home Loan Bank of San Francisco, where he has been employed since 2012. Hoodoo Financial serves under-banked individuals, novice investors, and small businesses by providing financial education, comprehensive planning, retirement and portfolio management, as well as tax planning and preparation. The firm utilizes a virtual Educator/Advisor platform with interactive e-learning, videos, and live meetings, emphasizing Modern Portfolio Theory and allowing clients the choice between discretionary and advisory arrangements.

Debt management Cash flow / budgeting Retirement income strategy Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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