Our Team

Marc Robertson

Marc is considered a unicorn in the San Diego area. Guys like Marc are hard to find because he has lived in San Diego his entire life. With two beautiful children, Brady, eight years old, and Reed, 11, he is a busy man. In his youth, Marc vacationed all over the US with his parents. Today he is doing the same with his family. They love it as much as he did as a kid. Marc spends most Saturdays at youth sporting events either coaching or cheering on his boys. As a single dad who loves the outdoors, you will often find him fishing, hiking, and at the beach chasing the dog around. Marc has fun everywhere, even while helping retirees to grow their financial portfolios along the way. Marc is an expert in Medicare, HECM reverse mortgages, Financial planning, Estate planning, Living Trusts, LTC and Final Expense Insurance.


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Darby Eccles

Reverse Mortgage Specialist

NMLS # 317508

Darby Eccles is a financial advisor with experience as a financial professional since 1995. His expertise is in retirement planning and long-term care solutions. He specializes in utilizing various financial tools, such as tax-reduction strategies with investments, Social Security benefits maximization, and government-insured Home Equity Conversion Mortgage (HECM) plans, to help clients meet their goals in retirement. In addition, Darby has his life license, real estate license, Series 7 (general securities registered representative), and Series 66 license (investment advisor representative). Darby’s hobbies include music, cycling, and scouting. He and his wife, Leslie, have six children and four grandchildren.


Troy Robertson

Retirement Planning Specialist

NMLS #1606969
CDI #0H40504
CA Bar #190585