Troy B. Daum,  CFP<sup>&reg;</sup> - Financial Advisor

Troy B. Daum, CFP®

CLU, ChFC

President

Wealth Analytics

12730 High Bluff Dr, Ste 260
San Diego, CA 92130
(858) 794-2100

General

Troy Daum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Analytics in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Life Planning, Retirement

More

Helpful Financial Planning Resources