Jeff Poole

Q: What is Jeff Poole email address?

Email Jeff Poole at poolehouse1@gmail.com and jeff@wealthanalytics.com. This email is the most updated Jeff Poole email found in 2026.

Q: How to contact Jeff Poole?

To contact Jeff Poole send an email to poolehouse1@gmail.com or jeff@wealthanalytics.com. If you want to call Jeff Poole try calling on +19497357917 and +13038032572.

Managing Partner at Wealth Analytics | San Clemente, California, United States

About Jeff Poole

Jeff Poole serves as the Vice President at Wealth Analytics, where he leverages his extensive expertise in retirement planning and investment management to guide clients towards achieving their financial goals. Based in the vibrant regions of Orange County and San Diego, Jeff is dedicated to providing tailored financial solutions that align with the unique needs of individuals and businesses alike. His role as a Registered Investment Advisor allows him to offer fiduciary services, ensuring that every recommendation is made with the utmost integrity and client interest in mind.

At Wealth Analytics, Jeff is currently spearheading several key projects focused on enhancing retirement services and developing innovative retirement income strategies. His deep understanding of 401(k) retirement savings plans and retirement plan consulting enables him to create comprehensive strategies that not only optimize investment performance but also ensure long-term financial security for his clients. Jeff's commitment to education and transparency empowers clients to make informed decisions about their retirement solutions.

With a strong background in retirement planning, Jeff is adept at navigating the complexities of the financial landscape, providing insights that help clients mitigate risks and capitalize on opportunities. His ability to synthesize market trends with personalized advice sets him apart in the industry, making him a trusted partner for those looking to secure their financial future. For more information or to discuss retirement strategies, Jeff can be reached at 858-794-2100 or via email at [email protected].

Jeff Poole Work

Managing Partner at Wealth Analytics in April 2017 to Present

Financial Consultant at Fidelity Investments in January 2009 to March 2017

Financial Advisor at Bank of America in January 2005 to January 2008

Jeff Poole Skills

Retirement Planning

Investment Management

Fiduciary

About Jeff Poole's Current Company

Wealth Analytics

Discover more about Wealth Analytics

Frequently Asked Questions about Jeff Poole

What is Jeff Poole email address?

Email Jeff Poole at [email protected] and [email protected]. This email is the most updated Jeff Poole email found in 2026.

What is Jeff Poole phone number?

Jeff Poole phone number is +19497357917 and +13038032572.

How to contact Jeff Poole?

To contact Jeff Poole send an email to [email protected] or [email protected]. If you want to call Jeff Poole try calling on +19497357917 and +13038032572.