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Jeff Poole

Jeff Poole


Jeff joined Wealth Analytics bringing 18 years of financial services and wealth management experience and became a Principal at the firm in 2019. A graduate of Chapman University in Orange CA, in Business Administration, he specializes in personal investment planning and building client relationships to help meet their individual and family goals. He is one of the authors of Your Insider’s Guide to Retirement. Jeff enjoys family time with his wife and 3 kids, as well as hiking, snowboarding and travel.  He has been a licensed investments professional since 1999.

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“A groundbreaking book” Chicago Tribune

Insider share secrets about a shifting financial landscape where new trusted mentors can
create a plan where you win!

10,000 people will turn age 65 every day over the next decade! Are you one of them? This book was written for you! You can have an extraordinary retirement without financial worry!

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