Our Team
Troy Wirth, CFP, CLU
Troy is a native of Orange County, California. He works with business owners and individuals, helping them with a host of issues related to retirement, key person and business succession planning.
Troy is a graduate of the USC Marshall School of Business with an emphasis in entrepreneurship. Troy is President of the Orange County Financial Society, one of the oldest financial societies in Orange County.
When not at work, Troy can be found at the beach or working on old cars and motorcycles with his two boys, Jack and Eli and wife, Tina.
Troy Wirth, CA Insurance License #0B90902 is an agent licensed in AR license #738705, AZ, CA, ID, KS, NV, NM, OH, OK, OR, TX, UT, WA, and WY.
Tina Wirth
Tina is a native of Orange County, California. Tina is the manager of WFIS. In addition to running the office, she has 20 years of experience in medical billing and is knowledgeable in issues related to health insurance and Medicare, as well as long term care coverage.
Tina is a graduate of UC Irvine, cum laude, with a degree in psychology.
When not at work, Tina can be found volunteering with Boy Scouts and at University High School in the volleyball and water polo programs serving on the booster club programs. She loves a good novel, watching movies, cooking great meals, and spending time at the beach with friends and family.
Tina Wirth, CA Insurance License #0F76521