CFP Troy B. Daum, CFP Gordon Tudor, Jeff Poole

Your Insiders' Guide to Retirement

The Practical Guide to Transitioning from Working to Retirement

• Broschiertes Buch

Produktbeschreibung

A guidebook that teaches readers about the paradigm shift happening in financial services that can help them toward an amazing retirement journey.

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Produktdetails

• Verlag: Morgan James Publishing
• Seitenzahl: 154
• Erscheinungstermin: 9. Juli 2019
• Englisch
• Abmessung: 216mm x 140mm x 9mm
• Gewicht: 203g
• ISBN-13: 9781642792720
• ISBN-10: 1642792721
• Artikelnr.: 54326200

Autorenporträt

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.