Troy Daum, CFP® founded Wealth Analytics in 1999. He has more than thirty years of experience in financial services and has played a visible role in building the financial planning management profession in San Diego. He served as the first President of the San Diego chapter of the Financial Planning Association.
Troy specializes in business succession planning and retirement income planning.
Gordon Tudor, CFP® became a principal of Wealth Analytics in 2004 and has more than twenty years of experience in financial services. He is the past President and Chairman of the Financial Planning Association of San Diego, and previously served on the board of the Magdalena Ecke Family YMCA. As an avid golfer, he currently serves on the board of the Santaluz Club of San Diego. Gordon specializes in helping executives design and implement their retirement goals, and is a licensed Real Estate broker in the state of California.
Jeff Poole joined Wealth Analytics, bringing 18 years of financial services and wealth management experience. A graduate of Chapman University in Orange CA, in Business Administration, he specializes in personal investment planning, risk analysis, and building client relationships to help meet their individual and family goals. Jeff enjoys family time with his wife and 3 kids, and volunteers with Surf Soccer Club, Little League Baseball, and Boy Scouts of America. He has been a licensed investments professional since 1999.
Bre Yarnall has a solid and diverse background in administrative and customer service roles. Supporting our clients and their needs is her drive, along with contributing to the growth and success of our company. Bre attended California State University, San Marcos studying Human Development. She has a passion for helping people become the best they can be and spreading smiles to anyone she comes across. She enjoys spending her spare time with her son and loves staying active in the beautiful sunny San Diego weather.
Alex Garcia joined Wealth Analytics after graduating from Texas Tech University with a bachelor’s degree in Personal Financial Planning. While at Texas Tech, Alex was awarded the “Outstanding Senior” award, which recognizes the top senior in the Personal Financial Planning Program. Before joining Wealth Analytics, Alex interned with Howard Financial Services – Wealth Management, a nationally recognized fee-only wealth management firm in Dallas, Texas.
He has successfully passed the CFP® exam and is a candidate for the certification.
Belle Perez graduated from San Diego State University in 2014 with a major in Spanish and minor in Sociology. Belle has a large range of experience from customer service to sales since 2009. She has international experience working with Industrias e Impresos La Union in El Salvador. Belle was an active member of the Hispanic Business Student Association at SDSU serving as the Membership Director, Events Coordinator and Vice President from 2010- 2012.