First Command Financial Advisor - Troy Liddi

Business Information
Troy Liddi joined First Command Financial Services as a Financial Advisor in April 2025, having retired with a 30-year career in the United States Marine Corps Reserve, where he attained the rank of Colonel. Additionally, he spent 17 years as a civilian law enforcement officer for the San Francisco State University Police Department, retiring in 2018 as a Police Lieutenant. He transitioned into the financial services industry upon his civilian retirement, working for the Knights of Columbus as a Fraternal Insurance Agent, initially earning his Series 65 license. Troy understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

Troy has a bachelor's degree in history and political science from Santa Clara University and a master's degree in public administration from San Francisco State University. He holds Series 65, 6, and 63 securities licenses plus life and health insurance licenses in CA.

Troy serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

Active in his community, Troy is a member of the Knights of Columbus.

In his free time, Troy enjoys reading, spending time with family, and traveling.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of "Coaching those who serve in their pursuit of financial security."




Specialties:
Insurance solutions, Investment strategies, Risk management, Military benefits