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A guidebook that teaches readers about the paradigm shift happening in financial services that can help them toward an amazing retirement journey.
About the author
Troy B. Daum, CFP®, is the principal and founder of Wealth Analytics. He has over thirty years of experience in financial services. Troy has played a visible role in building the financial planning and investment management profession in San Diego and he served as the first President and Chairman of the San Diego chapter of the Financial Planning Association. He is a Certified Financial Planner™, Chartered Financial Consultant, and a Chartered Life Underwriter. Troy is married with three grown children and currently resides in San Diego, California.R.J. “Gordon Tudor” CFP® has over 27 years in the financial planning wealth management industry. Before transitioning to the financial industry, Gordon spent 10 years as a commercial real estate broker. He is the past President and Chairman of the Financial Planning Association of San Diego, where he formed a non-profit organization called Financial Independence Training (FIT) which, still to this day, provides financial education to the men and women of the military. Currently, Gordon and his wife call Encinitas, California home, and their three grown boys have all started their own exciting careers.Jeff Poole has over 19 years of experience in the investment services industry. A graduate of Chapman University in Business Administration and a licensed investment professional, Jeff specializes in portfolio asset allocation and risk analysis. He is an active volunteer in multiple community outreach programs, including Family Assistance Ministries and Boy Scouts of America. Jeff enjoys family time with his wife and three kids where they currently reside in San Clemente, CA.
Summary
A guidebook that teaches readers about the paradigm shift happening in financial services that can help them toward an amazing retirement journey.
Foreword
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