The McCoy Investment Group
About Us
As North County San Diego investment professionals, we believe building and preserving wealth empowers you to focus on what matters most.
At The McCoy Investment Group, we help individuals and families manage their investments with the goal of achieving financial independence. We work closely with you to create a personalized financial roadmap—and adjust it as life evolves.
Led by Jeff McCoy, Senior Vice President/Investments, and Nick McCoy, CFP®, MBA, Financial Advisor, our multi-generational team is committed to delivering trusted guidance and transparent advice. With more than 40 years of experience, we’re structured so your needs are always at the center.
Learn More At The McCoy Investment Group, we help individuals and families manage their investments with the goal of achieving financial independence. We work closely with you to create a personalized financial roadmap—and adjust it as life evolves.
Led by Jeff McCoy, Senior Vice President/Investments, and Nick McCoy, CFP®, MBA, Financial Advisor, our multi-generational team is committed to delivering trusted guidance and transparent advice. With more than 40 years of experience, we’re structured so your needs are always at the center.
Choosing a CERTIFIED FINANCIAL PLANNER® Professional
While anyone with appropriate securities licenses may refer to themselves as “financial planners,” that does not necessarily mean they have earned the CFP® certification. When you see the CFP® designation letters behind a financial advisor’s name, it means he or she has met the experience requirements of the CFP Board, has successfully completed financial planning coursework, and has passed the CFP® Certification Examination.
The CFP® certification involves coursework surrounding the following fields:
- Principles of Financial Planning
- Risk and Insurance Planning
- Education Planning
- Investment Planning Risk and Insurance Planning
- Retirement Savings
- Income Planning
- Tax Planning
- Estate Planning
Our Holistic Relationship
Our why is simple: to help create financial opportunities in the lives of our clients. It starts with trust and a deep understanding of their unique situation and interests in life. We educate on product types, financial markets, and the global environment. And pride ourselves on transparency of performance, risks, and costs associated with doing business. At Stifel, we strive to be the “Investment of Choice” for small and large shareholders – our commitment is to create value and maximize return on investment. The “Advisor of Choice” – for individual, institutional, corporate, and municipal clients who expect us to listen and deliver innovative strategies. And the “Firm of Choice” for advisors – for hardworking team players who devote their energy and attention to client needs.
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