Copley Financial Group, Inc.

Jessica Roth is a Series 65-licensed advisor with Copley Financial Group, Inc. in San Diego, CA. She is part of an eight-advisor team that provides investment advisory services. Copley Financial Group serves individual clients as well as pension and profit-sharing plans, focusing on discretionary and non-discretionary portfolio management. The firm employs sub-advisors and third-party money managers, uses model-based strategies, and conducts regular account reviews, with investment decisions guided by fundamental and technical analysis.

Alan Bunce is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Bunce also serves as Chief Operations Director for Heritage Tax & Insurance Services. Copley Financial Group provides portfolio management and financial planning primarily for individual clients and pension/profit-sharing plans, managing approximately $319 million in assets across about 1,350 accounts with a team of eight advisors. The firm employs both fundamental and technical analysis, often delegating strategies to sub-advisors or co-advisors, and offers client education through seminars and workshops.

Scott Zardenetta is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Northwestern Mutual Wealth Management Company. Outside of finance, he works as a delivery driver for DoorDash. Copley Financial Group provides portfolio management and financial planning services primarily for individual clients and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis and often utilizes sub-advisors and third-party money managers to tailor investment strategies to client goals and risk tolerances.

Philip Denstad is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Emerson Equity LLC, Heritage Tax & Insurance, and Copley Financial Group, and has a background that includes a role with the City of San Diego and time as a full-time student. Copley Financial Group provides portfolio management and financial planning services primarily to individual clients and pension/profit-sharing plans, managing approximately $319 million in assets across about 1,350 accounts. The firm employs fundamental and technical analysis, utilizes sub-advisors, and offers client education through seminars and workshops.

Richard Fertig is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior work includes roles at Davenport & Associates, The Prudential Insurance Company of America, and Citizens Securities Inc. Outside of his advisory career, he is involved with the Fairfield YMCA. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, model portfolio management, and access to third-party asset management programs.

Matthew Copley is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at Copley Financial Group since 2016 and is also involved with Emerson Equity LLC and Copley Alternative Investments Inc. Outside of advisory roles, he owns a used car sales business, Copley Enterprises, Inc. Copley Financial Group serves primarily individual clients and pension/profit-sharing plans, managing approximately $319 million across about 1,350 accounts. The firm offers discretionary and non-discretionary portfolio management and financial planning, employing both fundamental and technical analysis while utilizing sub-advisors and third-party money managers.

Troy Robertson is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Copley Financial Group since 2017. Prior to this, he was employed at Mondelez Global, Inc. from 2004 to 2017. Outside of his advisory role, he is involved with Heritage Tax and Insurance, Inc., where he provides estate planning and insurance-related services. Copley Financial Group offers discretionary and non-discretionary portfolio management and financial planning primarily for individual clients and pension/profit-sharing plans. The firm serves approximately 1,350 accounts with $319 million in assets under management and uses a combination of direct asset management, third-party money managers, and client education to tailor investment programs based on client goals and risk tolerances.

David Magee is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms, including Magee Thomson Investment Partners, LLC, Heritage Tax and Insurance Services, Inc., and Emerson Equity LLC. Magee is also active as an insurance agent through Heritage Tax and Insurance Services, where he provides financial planning and investment advice. Copley Financial Group serves individual clients and pension/profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm employs both fundamental and technical analysis, utilizes sub-advisors and third-party managers, and offers client education through seminars and workshops.

Kent Hulse is a financial advisor at Copley Financial Group, Inc. with four years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at Emerson Equity LLC and Senior American Funding, Inc., where he advises on and arranges mortgages as part of holistic financial planning. Copley Financial Group serves individual clients and pension/profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm employs both fundamental and technical analysis, often utilizing sub-advisors and third-party managers, and supports client education through seminars and workshops.

Athena Zeidler is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, holding a Series 65 designation. She has been with Copley Financial Group since 2023 and has prior experience in various industries including hospitality and retail. Copley Financial Group provides investment advisory services to individual clients and pension and profit-sharing plans, focusing on discretionary and non-discretionary portfolio management that incorporates fundamental and technical analysis, alternative investments, and model-based strategies.