Troy Daum

Troy B. Daum is the Principal and founder of Wealth Analytic Partners, LLC, with a rich background in the financial industry.

He was born in 1960 in Milwaukee, Wisconsin, and has garnered several prestigious designations over the years including CFP, CLU, and ChFC.

Troy obtained his CFP designation from the College of Financial Planning in 1988, followed by his CLU from the American College in Pennsylvania in 1994, and his ChFC in 1995.

His educational journey led him to Georgia State University where he refined his knowledge in the financial realm.

Troy Daum's career timeline includes significant roles such as a Registered Representative, Registered Principal, and Investment Advisory Associate for firms like Hornor, Townsend and Kent and AXA Advisors LLC.

He also holds a California Life and Disability License, showcasing his comprehensive expertise in the financial and insurance sectors.

In addition to his professional endeavors, Troy was actively involved as a member and owner of Wealth Analytics, INC. until April of 2007.

His specialties lie in Retirement Planning, where he leverages his expertise as a Certified Financial Planner (CFP), CLU, and ChFC to craft personalized cash flow models for clients, ensuring a successful and sustainable retirement plan.

Through Wealth Analytic Partners, Troy focuses on managing assets to generate a reliable monthly income stream that adapts to inflation, providing financial security for his clients.

Troy Daum's dedication to the field is evident through his ownership at Wealth Analytics, emphasizing his commitment to delivering top-notch financial services and solutions.