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    Troy Daum

    Principal Wealth Analytics Partners, LLC

    Troy Daum is the founder and principal of Wealth Analytics, a financial planning firm based in San Diego, California.12 He established the company in 1999 and has over 35 years of experience in financial services.2 Troy is a Certified Financial Planner (CFP) and has played a significant role in developing the financial planning profession in San Diego.2

    As the owner of Wealth Analytics, Troy specializes in business succession planning and retirement income planning.2 He has been running the firm since August 1984.1 Troy's expertise and contributions to the financial planning industry led him to serve as the first President of the San Diego chapter of the Financial Planning Association.2

    In addition to his professional accomplishments, Troy is active in his community. He contributed to building the Shoal Creek Bridge and is involved with Carmel Mountain United.2 His community service was recognized when San Diego declared October 28th, 2014 as "Troy Daum Day".2

    Outside of work, Troy enjoys sailing, working out, and spending time with his family and dog in sunny San Diego.2

    Highlights

    Cypress College Foundation Americana Awards 50th Anniversary ...
    Aug 16 · planadviser.com
    Retirement Industry People Moves – 8/16/24 | PLANADVISER

    Related Questions

    What inspired Troy Daum to start Wealth Analytics?
    How has Troy Daum contributed to the financial planning profession in San Diego?
    What are some notable achievements of Troy Daum in his career?
    How does Troy Daum balance his professional and personal life?
    What specific services does Wealth Analytics offer under Troy Daum's leadership?
    Troy Daum
    Troy Daum, photo 1
    Troy Daum, photo 2
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    Location

    San Diego, California, United States