Our Story
Wealth Analytics Celebrated 25 Years!
In 2024, we celebrated you, our client, and us together in many special ways – From whale watching to happy hour, from bay tour to commemorative glasses, we celebrated! Our 25th anniversary was a reminder of the many milestones we’ve shared over the years – planning for retirement, changing jobs, achieving savings and investment goals, paying off mortgages, moving to new homes, saving for college, retiring, and other transitions. We have joined you in celebrating anniversaries, weddings, kids, grandkids, and many other joyful moments! We are grateful to be on this journey with each and every one of you and it was a year to reflect on all that we have accomplished together.
As we look forward to the years ahead, we will be announcing future special events in the San Diego and Orange County areas to gather and celebrate new milestones with you, as well as make a toast for many more to come!

Client Events - Stay tuned for 2025 events!

