Jeff Poole
Reinventing Retirement On Your Terms | Fee-Only Fiduciary | Tax-Smart Investing
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Serving Clients Nationwide
Reinventing Retirement On Your Terms | Fee-Only Fiduciary | Tax-Smart Investing
Areas of Focus
- Financial Planning
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
- Wealth Management
About Jeff Poole
Hi, I'm Jeff Poole, Managing Partner of Wealth Analytics. We are a team of fiduciary financial advisors that help people create a comprehensive financial plan and investment strategy for a meaningful and secure retirement. Our mission is simple – preserve legacies, grow assets, and always put client interests first.In my role, I am responsible for ensuring our wealth management team is creating a comprehensive financial planning and investment experience. We create a tax-smart plan that optimizes your investments, taxes, income, and trust. We help people get organized across the strategic milestones in their life.
With a wealth of experience in the investment industry, I possess a deep understanding of market dynamics, asset allocation, and investment strategies. I am responsible for overseeing the company's direction and developing sound strategies for clients while managing risks effectively.
As a fiduciary I play a critical role in shaping the company's financial planning and investment philosophy and driving its long-term success. With a client-centric approach and a commitment to delivering creative planning strategies, I help ensure that clients' financial goals are met, and their plan is optimized. I am one of the authors of Your Insider's Guide to Retirement, a book about the inside scoop on retirement planning, sharing my vast knowledge about the financial services industry and how to achieve financial freedom.
I educate and empower our clients to live a fulfilling life journey as they work towards achieving their highest vision in retirement. As a financial mentor, I help clients navigate shifting taxes and market trends with clear, strategic investment guidance.
I started at Wealth Analytics in 2017 after spending 18 years at Merrill Lynch, Bank of America, and Fidelity. Leaving the big bank and brokerage world to join Wealth Analytics, an independent fiduciary firm, was one of the best decisions in my life, and I became a partner in 2019.
Outside the office, I enjoy family time with my wife and 3 kids, boating, snowboarding, backpacking, and traveling to new places. I also participate in community events focused on service, education, and supporting opportunities for underserved areas.
Since our beginning in 1999, we have intentionally focused on building a practice around high quality engagement with our clients. We work best with people who share this same vision below - You want to create a financial plan, invest wisely, minimize taxes, and have $750,000 or more to invest. Next, you are seeking a trusted team of financial professionals that have the skill, will, and time to do the work for you, so you can have peace of mind and enjoy retirement.
Thanks for learning more about me and our wealth management team.
Sincerely, Jeff, Troy, Brittany, Connie, Megan and Belle
Affiliations
- BBB Accredited Business
Primary Location
12526 High Bluff Drive, San Diego, CA 92130
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
What to expect in the first meeting
All About You…and a little about Us - The first step is to schedule a free 30-minute phone call on our website calendar. We value your time, and want to give you our full attention. We will explore your goals, priorities, concerns, and unique situation. We will share our financial planning and investment processes and answer any questions you have. We’ll review important topics around hidden costs in your investments, tax efficiency, Roth IRAs, RMDs, trusts, creating retirement income, save to spend strategies, and give you thoughtful ideas for improving your financial well being. If you decide we're a good fit, a second and third meeting will be scheduled to get your accounts organized and implement your plan. We handle the complex financial details so you can enjoy complete financial independence and peace of mind in retirement.Offers Investment Management
Yes
About Wealth Analytics
Wealth Analytics is a fee-only, independently owned firm of fiduciary financial advisors with an office in San Diego, CA. We serve clients throughout San Diego and Orange County CA, as well as nationwide.For more than two decades we've helped people reinvent retirement on their terms, guiding clients through the financial steps from a working career to a secure and meaningful retirement and staying there.
Our process is about your goals and our expertise. What does money mean to you? Is it financial freedom, security, time to yourself, volunteering or new opportunities with friends and family? Is it building generational wealth or spending down your assets? How do you create income in retirement? What are your dreams and aspirations in this chapter of your life? What did your parents or grandparents do for retirement and how will yours differ? Who do you want to share your retirement with and what will you do? Let’s get started on your plan.
Who We Serve
We work with individuals, couples, multi-generational families, widowers, business owners and working professionals who are preparing for or already living in retirement. We are a team of fiduciary financial advisors that help people create a comprehensive financial plan and investment strategy for a meaningful and secure retirement.
Our Services
Financial Planning and Investment Management - Our team helps clients with comprehensive wealth management planning centered on retirement income strategies, tax-smart investment management, trust and estate planning, social security and pensions, healthcare choices, and charitable intent, all built around a personalized financial plan and modern portfolio theory.
Why Work With Us
We have intentionally focused on building a practice around high quality engagement with our clients. As fee-only fiduciaries, we have taken a fiduciary oath to put clients' interests first. We don't sell annuities or life insurance, we aren't a broker-dealer, and we don't collect commissions — you'll know exactly what your costs are and how your accounts are performing. Our custodian by choice is Charles Schwab. We are not affiliated with a brokerage firm, bank, or insurance company.
Investment advisory services are offered through Wealth Analytics Partners, LLC, a Registered Investment Adviser with the SEC.
Education
Chapman University, Bachelor's Degree, Business Administration (Finance Emphasis)
Hobbies and Interests
- Boating
- Camping
- Family
- Golf
- Hiking
- Outdoor Activities
- Pickleball
- Running
- Sailing
- Skiing
- Snowboarding
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Families
- High Net Worth
- Individuals
- Living in Retirement
- Mid-Career Professionals
- Widow
- Women Professionals
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