Book Now Available

Troy Daum, CFP®

Troy Daum, CFP®

Principal

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.”

Back To Meet The Team

“A groundbreaking book” Chicago Tribune

Insider share secrets about a shifting financial landscape where new trusted mentors can
create a plan where you win!

10,000 people will turn age 65 every day over the next decade! Are you one of them? This book was written for you! You can have an extraordinary retirement without financial worry!

Get your FREE copy!

Get Started

With our fee-only financial planners.