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NEWS ARTICLES:
Sign On San Diego
Carmel Mountain Ranch
— For eight years, Troy Daum
has led a community campaign to get a pedestrian bridge built across Ted Williams Parkway so children from his
Carmel Mountain Ranch neighborhood can get to and from school in safety.
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North County Times
Carmel Mountain Ranch
Stimulus money boosts Shoal Creek
bridge funding
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San Diego Magazine
Five Star Wealth Managers
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Sign On San Diego
Multinational MusiCamp recital
was in perfect harmony at the Mingei
"...Serving as hosts were Pat and Troy Daum with son Arthur, Sandra Goldstein, Lynn and Peter Hamilton with
son David, Jessica Swisher, and Joyce and Ron Hunt. ..."
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Alpha Financial Advisors, LLC ~ alphafa.com
Alpha Financial in Financial-Planning.com
"...However, critics said that
Kerry still has yet to be specific about what he intends to do once in office; last night’s speech didn’t enlighten
them. "That hasn’t been answered for me through this convention. It’s been a great rally .. and they’ve laid
down the [foundation] to build as much support as they can," said Troy Daum, a financial adviser with Wealth
Analytics in San Diego. ..."
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to article >
San Diego Magazine
2009 Independent Survey to Find the
Best in Client Satisfaction:
Meet the Best Personal Wealth Managers in the San Diego Area
"...We surveyed consumers,
financial service professionals, and our subscribers to find the best in client satisfaction wealth managers in
the San Diego area. Here they are. ..."
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Solidarity ~ a democratic, revolutionary
socialist, feminist, anti-racist organization
Privatizing Social Security: Who Wins?
"...According to Troy Daum,
investment planner at Wealth Analytics, a wealth management and retirement planning firm, "Borrowing money
is the simple solution for the government, but it mortgages our kids' future. The only other option would be to
raise taxes...."
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to article >
Sign On San Diego
Financial planners offer real estate
and other advise
"...You have a real dilemma.
You do not know how long you are going to live . . . One solution could favor
you, but not your heirs. Take $300,000 of your assets and purchase a fixed annuity that would provide
$4,000 a month for life. If you die the day after signing the contract, it all goes to the insurance
company. Get together with your family and a financial planner. These are difficult decisions.
–Troy Daum..."
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Access My Library
More money, more problems, Affluent
Americans need more retirement advise
"..."New retirees or
people contemplating retirement are scared out of their wits. It's a whole series of decisions," says Troy
Daum, a certified financial planner with Wealth Analytics..."
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Money & Finance Talks - Money
Related News
Credit Piggybacking
"...“I think credit rating
should be established based on your proper use of credit,” said financial planner Troy Daum. “If you take someone
who doesn’t have a good credit rating, and most studies have shown if they’re irresponsible once, they’ll be irresponsible
again...”
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Front Porch
The Year 2003 was, Financially Speaking,
a Pleasant Surprise
"..."It was an unusual
year from the standpoint that almost everything worked," says Troy Daum, certified financial planner and president
of Wealth Analytics in San Diego's Golden Triangle..."
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Sign On San Diego
Some Tweaking Keeps Teacher on Track
Toward Goals
"...she volunteered for
a San Diego Union-Tribune Money Makeover, sponsored by the newspaper and the San Diego chapter of the Financial
Planning Association. The association chose Gordon Tudor, a certified financial planner with Wealth Analytics in
Carmel Valley, to work with Gonzalez and make recommendations. In exchange for sharing her story in the newspaper,
Gonzalez received a comprehensive financial plan at no charge..."
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Lindsay & Brownell, LLP. ~ Certified
Public Accountants
Bernard Madoff: How can you spot a
swindle? By Troy Daum, CFF and Gordon Tudor, CFF of Wealth Analytics
"...Given the disturbing
accounts of Bernard Madoff’s financial misdeeds, many people are asking themselves: “How do I know that I can trust
my advisor --how can I tell if I am dealing with a clever crook who will end up stealing all my money?” To answer
this question in a meaningful way we need to know something about the way in which Mr. Madoff operated his firm
and the way in which it was regulated. Or, in this case, not regulated..."
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FPA ~ Financial Planning Association
of San Diego
Public Service Announcements
"...Wealth Analytics, Planning
for Retirement..."
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to article >
Investment News
Advisers bail from insurance stocks
"..."It's time to short
those stocks; it appears that the smart money is moving out of life insurance company stock," said Troy Daum,
a principal and founder of Wealth Anal-ytics. The San Diego-based firm manages $80 million..."
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