Investment Advisor Representative
Rob graduated from Boston College (2004) with a double major in Economics and Psychology. Knowing his goal was to become a financial advisor, he promptly began his career as a phone service representative for Fidelity Investments in Merrimack, NH, where he quickly worked his way up to an advising role. Not long after, he was offered the opportunity to open the new Del Mar office for Fidelity, achieving his lifelong dream of moving west and living in sunny San Diego.
As an advisor for Fidelity, Rob worked with clients from both the for-profit (401k) and non-profit (403b) sectors and deepened his knowledge base in investing, financial planning, employer stock plans and operational frameworks. In 2010, Rob was given the chance to start the San Diego office for TIAA, formerly TIAA-CREF. At TIAA, he advised employees working for San Diego universities, research institutions, law schools and retirees from around the country. During his ten years with the company, he broadened his understanding of complex planning concepts, estate and tax planning, and life insurance.
Always eager for the next challenge, Rob seized the opportunity to fulfill his lifelong dream of starting his own business, creating Torrey Wealth LLC in 2020. His vision for Torrey Wealth was to capitalize on his extensive experience at two highly respected companies, by creating a more personalized and in-depth financial planning practice, offering his clients more tailored portfolio planning, and top-notch white glove service.
Originally from northern New Jersey, Rob moved to San Diego one year after graduating from BC, and it’s safe to say, this is his forever home now. With his love of the outdoors and his active lifestyle, Rob enjoys taking advantage of all the fun activities available here year-round. He has lived in San Diego for more than 15 years, where he and his wife, Cassie, got married and built a family together with their twin boys, Cody and Jax. Before having children, Rob had a passion for traveling internationally and now loves exploring all of the fun, family-friendly attractions San Diego has to offer.
Donna has worked in finance for most of her career in the loan and mortgage sector. She has worn many hats over the years in numerous departments including: collections, training, and loss mitigation. She especially enjoyed helping people strategize on how to get out of debt successfully, while also equipping them with the knowledge to become more financially literate. Donna’s incredible people skills and keen eye for detail make her a natural fit for Torrey Wealth. With Donna’s valuable assistance, our clients feel comfortable no matter how complex their transactions may be.
Donna was born in the Philippines and moved to San Diego at the age of five when her father was stationed here for the US Navy. These days, she and her husband, David, enjoy hot yoga, running, and riding their beach cruisers along the beach. In their free time, they volunteer regularly for the Jewish Family Services (JFS). They also love travelling internationally, with their favorite destinations being Rome, Barcelona, Dublin, Lisbon and Athens. Donna and David have two beloved dogs, Willy and Mimosa, who accompany them on exciting road trips and adventurous hikes all around San Diego.