Consistent guidance. Lasting relationships.

Litle Wealth Management Team

We believe that providing personalized financial advice starts by asking the right questions. Many of our long-term relationships have lasted for decades because we take the time to get to know each client’s needs for today and goals for the future.

With more than 30 years of experience and over 50 years of team experience, we can help you anticipate the opportunities and challenges that lie ahead.

Talking to clients over the years has taught me to listen to what they say, as well as what they don’t. This may mean the difference between a plan they say they want, and the one they actually need.

- Troy Litle, Senior Vice President–Wealth Management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Troy A. Litle

    Troy Litle

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • ID
    • IN
    • KS
    • MT
    • NC
    • NV
    • OH
    • OR
    • SC
    • TN
    • TX
    • WA

    I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

    I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS – one of the world's largest wealth management firms.

     I began my career in March of 1985 and shortly thereafter was tested by fire in the unprecedented correction of 1987. Needless to say the years have provided fertile fields (1996, 2002 and 2008 among a few) to hone my investment skills and theories. These years and experiences have confirmed a thought I subscribed to in 1985. Investing, as in life, is about the basics and the details that lead to success.  FINRA registered, I hold Series 3, 7 and 63 licenses, as wells as, licenses for Fixed and Variable Annuities. Over the years I have assisted clients in many areas such as retirement planning, educational funding, charitable giving and estate planning.

    A long resident of Fresno, my wife Julie and I have two perfect daughters that consume a majority of our time.

          Fig Garden Financial Center
          5200 N Palm - Suite 101
          Fresno, CA 93704
        • Lisa Ann Mastropoalo

          Lisa Ann Tadich

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          • AL
          • AZ
          • CA
          • CO
          • FL
          • GA
          • ID
          • IN
          • MT
          • NC
          • NV
          • OR
          • TN
          • TX
          • WA

          Throughout my years in the financial services industry, my
          focus has always remained the same - to help clients
          achieve their financial goals and meet their needs. I have
          dedicated my time and energy to building strong
          relationships with my clients.

          I am dedicated to helping individuals, families, and
          businesses develop financial and investment strategies
          that line up with their needs, their goals, and their risk
          tolerance. I provide each client with the highest level of
          personal service while upholding the highest level of
          professional integrity.

          Being raised in Fresno, I have a strong commitment to the
          Central Valley community. My parents have been small
          business owners in the area for over 3 decades. After
          having spent a few years in San Diego, I decided to return
          to the Central Valley to be closer to family. I completed
          my Bachelors Degree at Fresno Pacific University, and hold
          my series 7, 66, and insurance licenses.


          I spend much of my free time with my husband and our
          two sons. We enjoy spending time with our family and
          friends, and working on projects to update our home. I
          am currently working with the Central Valley American
          Heart Association as a member of the executive
          leadership team for the Heart & Stroke Ball, with a goal
          to raise awareness and funds for heart disease and stroke
          prevention here in our local community.

                Fig Garden Financial Center
                5200 N Palm - Suite 101
                Fresno, CA 93704
              • KR Headshot

                Kenneth Rollins

                Client Associate

                • image
                • image
                • image
                • CA

                      Fig Garden Financial Center
                      5200 N Palm - Suite 101
                      Fresno, CA 93704
                    Man Woman Office

                    Personal service

                    Goal-based investing

                    Goal-based investing

                    Family beach

                    Financial planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

                    Insights