About Company

Copley Financial Group, Inc. is a fiduciary, independent, fee-based financial advisory firm providing wealth management, retirement planning, and investment management with a mission to deliver innovative strategies that help clients achieve financial security in retirement. With over 30 years of experience, $260M in assets under management, and an A+ BBB accreditation, the company brings sophisticated, client-first planning that integrates all aspects of a financial life. Based in San Diego with an additional office in New York, we emphasize ethical stewardship, objective product selection, and clear guidance tailored to each client’s goals, offering complimentary retirement planning consultations to demonstrate how a personalized strategy can optimize long-term outcomes.

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