Troy B Daum

Troy B. Daum, CFP(R) , is the principal and founder of Wealth Analytics. He has over thirty years of experience in financial services. Troy has played a visible role in building the financial planning and investment management profession in San Diego and he served as the first President and Chairman of the San Diego chapter of the Financial Planning Association. He is a Certified Financial Planner(TM), Chartered Financial Consultant, and a Chartered Life Underwriter. Troy is married with three...See more

Troy B. Daum, CFP(R) , is the principal and founder of Wealth Analytics. He has over thirty years of experience in financial services. Troy has played a visible role in building the financial planning and investment management profession in San Diego and he served as the first President and Chairman of the San Diego chapter of the Financial Planning Association. He is a Certified Financial Planner(TM), Chartered Financial Consultant, and a Chartered Life Underwriter. Troy is married with three grown children and currently resides in San Diego, California. See less