Financial Planner
Wealth Analytics
The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.
Free, no card. You get your fix list: every problem we found on this entry, the written steps to fix each one yourself, and how long each takes.
65 or better is good. 45 to 64 is fair. Under 45 is poor.
Verified August 19, 2026
What AI says about Wealth.1
We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.
ChatGPT
Not named
Asked “best financial planner in San Diego”
ChatGPT answered with other businesses. Wealth Analytics was not mentioned.
Checked August 19, 2026
Perplexity
No answer
We have no answer from Perplexity to show.
Gemini
Not named
Asked “best financial planner in San Diego”
Gemini answered with other businesses. Wealth Analytics was not mentioned.
Checked August 19, 2026
Named by 0 of 2 assistants as of August 19, 2026. We have no answer on record from 1 more.
What people keep saying.2
Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.
Clients of Wealth Analytics describe a highly personalized and attentive experience, with Jeff Poole often highlighted for his expertise in creating tailored financial plans. The team is noted for their responsiveness and commitment to understanding individual financial goals, making clients feel valued and supported throughout their financial journeys.
Consistently praised
Recurring complaints
None found — we read the lowest-rated reviews too, and no complaint repeats.
The bottom line: Wealth Analytics stands out for its personalized service and the expertise of Jeff Poole in crafting tailored financial strategies.
The score, explained
Why 25.3
Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.
Higher than 38% of financial planners in San Diego.
Scanned August 19, 2026
What’s holding this entry back: retrieval grounding and ai visibility — the signals dragging the score below where the rest of the record sits.
Read the full methodologyStanding
Where the entry ranks.
The facts
Today (Tue) · 7:00 AM – 4:00 PM
- Monday7:00 AM – 4:00 PM
- Tuesday7:00 AM – 4:00 PM
- Wednesday7:00 AM – 4:00 PM
- Thursday7:00 AM – 4:00 PM
- Friday7:00 AM – 4:00 PM
- SaturdayClosed
- SundayClosed
Spot something wrong in this entry?
Questions
About Wealth Analytics.
What are the business hours for Wealth Analytics?
Wealth Analytics operates Monday through Friday from 7:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
Does Wealth Analytics require reservations for consultations?
No, Wealth Analytics does not require reservations for consultations.
What is Wealth Analytics known for?
Wealth Analytics is known for its personalized financial planning services, focusing on investing and retirement cash flow planning to help clients achieve their financial goals.
Is there parking available at Wealth Analytics?
Yes, there is parking available at the location of Wealth Analytics.
What special features does Wealth Analytics offer?
Wealth Analytics offers a boutique experience with a highly knowledgeable and responsive team that provides tailored financial advice and personal attention to each client.
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What AI says about you today
The answer ChatGPT and Perplexity give when someone asks for the best in your category and city. Named, or left out.
Your fix list
Every problem we found, one row at a time, each with the written steps to do it yourself and an honest estimate of how long it takes. Tick them off as you go.
Correct the details AI reads
Hours, phone, email, booking link, socials and photos. You change them, they publish to this entry as soon as you save. Name, description, category, website, services and address need a paid plan.
Fifteen minutes with a person
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