About TruFinancial

Our Mission

Our mission is simple; educate our clients, help them control their spending, and reduce their overall financial stress which accomplishing all of their financial goals.

From humble beginnings

The story of who we are, and why we're here

TruFinancial was established in 2016 in San Diego, CA by our President, CEO, & Founder, Daniel Meyers.  After working several years in the financial services industry, Daniel became frustrated with how the traditional financial company approached personal finances.  Daniel came to the realization that many of their clients were uneducated when it came to finances and were more concerned with day-to-day issues such as debt management and budgeting.  When it came to proposing solutions, Daniel was unable to offer several companies products which wasn't in the clients best interest.  All of these issues lead Daniel to starting TruFinancial. TruFinancial is an independent, full service firm. We are the brain-child of many frustrating years of industry experience and take an innovative approach to outdated traditional personal finance views.

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excellence through expertise

A team of passionate professionals here for you.

Daniel Meyers President & CEO of TruFinancial
Daniel Meyers
President & CEO

Daniel grew up in Northwest Indiana and attended Purdue University where he earned his B.S. in Business Management from the Krannert School of Management. Since graduating, he has dedicated his entire professional career to the financial services industry. He started at Western & Southern Financial Group as a financial representative and still holds the record for most placed business for a first year representative. He went on to become the youngest agency manager in company history when he was promoted at the age of 25 to the San Diego Agency Manager and Registered Principal. Within two years, he led San Diego into a top five agency in the company. After 7 years in the financial services industry, Daniel came to a realization, that there was a significant gap between what the modern client needs and what traditional financial planning entailed. So in 2016, he founded TruFinancial with a mission to implement a financial plan that actually works. It focuses on the largest problems facing Americans today which are debt management and budgeting. Daniel's passion and mission with TruFinancial is to help the average American control their spending, save money, and reduce overall financial stress.

When Daniel isn't at work he enjoys playing the piano, spending time with family and friends, home improvement projects, and the San Diego outdoors.

Evan Compton Vice President of TruFinancial
Evan Compton
Vice President of Sales

Originally from Northwest Indiana, Evan attended Purdue University. Afterward he pursued a career in financial services at Western and Southern life where he worked as an Advisor and Staff manager for six years. After that time, he realized the only way to properly serve clients was to join an independent firm that gave him the options that allow him to keep his allegiance with his clients and not any company. With the newfound freedom as an independent advisor at TruFinancial, he seeks to have a new holistic approach to financial planning.

In his free time, he relishes time with his extended family, his girlfriend Elizabeth, or recreationally studying marine biology.

Robert Clark Insurance Planner
Robert Clark
Insurance Planner

Robert Clark moved to San Diego California from Texas where he was honorably discharged from the United States Navy. While serving in the Navy, Robert was a Ceremonial Guardsmen serving in the operations office performing analysis and operations of foreign ambassadors. After leaving the military Robert received his Bachelor of Science In Financial Management.

Since then Robert has been working as an Advisor to ensure that all financial goals and needs are met for his clients. In his free time, he enjoys playing with his two children Peyton Mae (2 Yrs Old) and CJ (Newborn). Roberts wife Kaitylyn is still currently serving on active duty as a Respiratory Therapist in the United States Navy.

Jon Krassny Insurance Planner
Jon Krassny
Insurance Planner

After over 35 years in sales and sales management positions within several Southern California industries ranging from sporting goods to sports apparel to corporate trademark licensing, Jon recently decided to enter the insurance and financial services arena. He brings a wealth of real-world experience to the position having created a well crafted go-forward strategy to help secure his own family's future. Additionally, he currently works with select clients to create similar scenarios for them.

Jon holds a BA/Management Science degree from Duke University and an MBA in Marketing from San Diego State University. He is married with two adult children and has been a proud San Diego county resident for the past 42 years. Jon holds a BA/Management Science degree from Duke University and an MBA/Marketing from San Diego State University.

Bradley Davis Insurance Planner
Bradley Davis
Insurance Planner

Bradley grew up in San Diego County and is a third generation financial services professional. He values integrity in business and has dedicated personal attention throughout his career to clients for all their financial needs.

After achieving marked success in the property and casualty line or insurance, he has aligned with TruFinancial in order to best serve the needs of the client and attend to their core values. Bradley recognizes and values the services of TruFinancial which will enable him to more thoroughly represent the total financial health of his clients and their long-term financial needs.

When not assisting clients, Bradley enjoys a healthy life style and his close family and friends.

Alex Lopez Insurance Planner and Accountant
Alex Lopez
Insurance Planner & Accountant

At the age of 7, Alex Lopez moved to San Diego and now and forever will call it home. With over 10 years in the financial services industry Alex has helped many families in achieving their financial goals. He holds a Master’s degree in Accounting and Taxation out of Cal State San Marcos. Well equipped in financial and taxation strategies, Alex is able to maximize wealth accumulation and reduce tax liability for a stable financial future for families and their future generations.

Alex enjoys spending time with his family and loves the gym, the beach, and occasionally movies and art museums.

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