OUR TEAM

PRINCIPALS OF THE FIRM

Troy Daum, CFP® founded Wealth Analytics in 1999. He has more than twenty 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. Troy specializes in business succession planning and retirement income planning.

Gordon Tudor, CFP® became a principal of Wealth Analytics in 2004. He has more than twenty years of experience in financial services and he is a member of the Financial Planning Association and serves on the board of the Magdalena Ecke Family YMCA. Gordon specializes in helping executives design and implement their retirement plans.

FINANCIAL PLANNERS/INVESTMENT ADVISORY ASSOCIATES

Austin Gallaher, PFP graduated from Revelle College, UCSD in 1974. He majored in English/ American Literature with a minor in Mathematics. He is a graduate of the UC Irvine Extension program in Personal Financial Planning (2000). He has been in the financial industry since 1999. He has been an Investment Advisory Associate with Wealth Analytics since June of 2004

Xavier Maldonado graduated from Alliant International in 2002 with a degree in International Business. Mr. Maldonado has also earned a certificate in Personal Financial Planning from San Diego State University (2011) and he is currently working toward a Master's Degree in Financial Services at SDSU. He is now qualified to take the CFP exam and intends to do so during 2011.

Mr. Maldonado has been in the financial services business since 2006. He joined Wealth Analytics as an Investment Advisory Associate in 2010. He is a member of the Financial Planning Association. He is fluent in Spanish.

CLIENT RELATIONS

Courtney Duncan has worked in a variety of positions including customer service, accounting, human resources, and operations. For five years she worked at the law offices of Lincoln, Gustafson and Cercos, where she developed a myriad of skills and was known as a Jill of all trades around the office. Courtney realized that she had an interest in the field of financial services while working for LPL Financial in the custody legal department. Courtney has been with Wealth Analytics since October of 2010.