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Troy C
Series 65, Series 63
Centennial, CO
Cetera Planning Partners
Troy Coon is a financial advisor with Cetera Planning Partners, holding Series 65 and Series 63 licenses and five years of industry experience. He is also the manager of Watson Coon Ryan LLC, a partnership providing tax consulting and compliance services to businesses and individuals. Additionally, Troy operates a sole proprietorship offering tax planning and consulting for family and friends. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach focuses on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.
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