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Troy Daum, CFP®

Troy Daum, CFP®


Troy founded Wealth Analytics in 1999. He has more than thirty-five years of experience in financial services and has played a visible role in building the financial planning profession in San Diego. He served as the first President of the San Diego chapter of the Financial Planning Association. He is also one of the authors of Your Insiders Guide to Retirement. Troy specializes in business succession planning and retirement income planning.

When he is not in the office, Troy enjoys sunny San Diego by sailing, working out or spending time with his family and dog. He is active in his community through Carmel Mountain United and is one of the contributors to building the Shoal Creek Bridge. Through his efforts and because of his contributions to his community, San Diego declared October 28th, 2014 as “Troy Daum Day.”

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