# Wealth Analytics, San Diego: a financial planner in San Diego (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/wealth-analytics-san-diego-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 27 sources. Updated 2026-08-19. Owner review: not yet.

Canonical: https://localairegistry.com/biz/ca/san-diego/wealth-analytics-san-diego-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi4z3j04beyetibrvna4z0%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi4z3j04beyetibrvna4z0%2F1.png)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi4z3j04beyetibrvna4z0%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi4z3j04beyetibrvna4z0%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi4z3j04beyetibrvna4z0%2F4.jpg)


## In short

Wealth Analytics is a financial planner in San Diego, CA. Its AI Score is 25 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 12526 High Bluff Dr #238, San Diego, CA 92130, USA |
| Hours | Mon to Fri 7 AM to 4 PM · Closed Sat to Sun |
| Phone | (858) 794-2100 |
| Owner | Nothing found |
| Rating | 5.0 across 11 reviews on Google |
| Known for | Nothing found |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | September 19, 2026, 12:37 AM |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 12526 High Bluff Dr #238, San Diego, CA 92130, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Description | Wealth Analytics is an independently owned Registered Investment Advisor (RIA). We are a fee-only fiduciary financial advisor team that helps you create a comprehensive financial plan and investment strategy for a meaningful and secure retirement. As fiduciary advisors we are not affiliated with a brokerage firm, bank or insurance company. We do not sell annuities or insurance products. We manage investment strategies and create personal financial plans based on your risk and personal goals. Our team will help simplify your financial life. Reinventing retirement on your terms. Wealth Analytics has not offered compensation for reviews or testimonials. To the best of our understanding, there are no conflicts of interest associated. | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Hours | Mon to Fri 7:00 AM to 4:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Name | Wealth Analytics | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Phone | (858) 794-2100 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Monday | 7:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Tuesday | 7:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Wednesday | 7:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Thursday | 7:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Friday | 7:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Services | Service | Avoid herd behavior | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Beneficiary ira | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Caution robo advisor ahead | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Cram money 401k account | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Estate planning advice | AI guess | Nothing found |
| Services | Service | Evaluating investment performance | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Fee only financial planners fiduciaries | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Fee only financial planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Fee only financial planning 2 | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Inflation trends | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Investment strategy management | AI guess | Nothing found |
| Services | Service | Investment volatility keeping awake night | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Market volatility back | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Market volatility happens | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Mega corporation influence | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Mutual fund distributions | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | One common estate planning mistake | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Pension risk | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Planning starts now | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Portfolio evaluation | AI guess | Nothing found |
| Services | Service | Practical thound corrections | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Rentalproperty | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement planning | AI guess | Nothing found |
| Services | Service | Risk assessment | AI guess | Nothing found |
| Services | Service | Social security benefits | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Social security benefits planning | AI guess | Nothing found |
| Services | Service | Statement shock perception risk | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Total return | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Weekly perspective | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Winners dont quit | Confirmed | Business website, checked Sep 19, 2026 |
| Links | Website | https://wealthanalytics.com/ | Confirmed | Google Business Profile, checked Aug 18, 2026 |


## Services and prices

These are the 25 services Wealth Analytics offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Beneficiary ira |  |  |  | Confirmed |
| Winners dont quit |  |  |  | Confirmed |
| Cram money 401k account |  |  |  | Confirmed |
| Evaluating investment performance |  |  |  | Confirmed |
| Fee only financial planners fiduciaries |  |  |  | Confirmed |
| Fee only financial planning |  |  |  | Confirmed |
| Fee only financial planning 2 |  |  |  | Confirmed |
| Financial planning |  |  |  | Confirmed |
| Inflation trends |  |  |  | Confirmed |
| Avoid herd behavior |  |  |  | Confirmed |
| Caution robo advisor ahead |  |  |  | Confirmed |
| Investment volatility keeping awake night |  |  |  | Confirmed |
| Market volatility back |  |  |  | Confirmed |
| Market volatility happens |  |  |  | Confirmed |
| One common estate planning mistake |  |  |  | Confirmed |
| Rentalproperty |  |  |  | Confirmed |
| Social security benefits |  |  |  | Confirmed |
| Statement shock perception risk |  |  |  | Confirmed |
| Total return |  |  |  | Confirmed |
| Weekly perspective |  |  |  | Confirmed |
| Practical thound corrections |  |  |  | Confirmed |
| Mega corporation influence |  |  |  | Confirmed |
| Mutual fund distributions |  |  |  | Confirmed |
| Pension risk |  |  |  | Confirmed |
| Planning starts now |  |  |  | Confirmed |


### Known for

Reviews not read yet, back on Scan Day.


## The team

Nothing found


## Visiting Wealth Analytics

Address: 12526 High Bluff Dr #238, San Diego, CA 92130, USA. Phone: (858) 794-2100. Hours: Mon to Fri 7 AM to 4 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:58 PM.)


### Location info from Google Business Profile

Business description, written by Wealth Analytics on its Google Business Profile: "Wealth Analytics is an independently owned Registered Investment Advisor (RIA). We are a fee-only fiduciary financial advisor team that helps you create a comprehensive financial plan and investment strategy for a meaningful and secure retirement. As fiduciary advisors we are not affiliated with a brokerage firm, bank or insurance company. We do not sell annuities or insurance products. We manage investment strategies and create personal financial plans based on your risk and personal goals. Our team will help simplify your financial life. Reinventing retirement on your terms. Wealth Analytics has not offered compensation for reviews or testimonials. To the best of our understanding, there are no conflicts of interest associated."


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Plaza Del Mar | Business center | 2 min walk |
| Cafe Pascale | Cafe | 5 min walk |
| Pinpoint Cafe - Township 14 | Cafe | 5 min walk |
| Cargo Cafe - Paseo Del Mar | Coffee shop | 7 min walk |
| Pure Nature Venture | Snack bar | 8 min walk |
| Jack in the Box | Fast food restaurant | 8 min walk |


## Reputation

5.0 average across 11 reviews: Google 11. (Confirmed, read August 18, 2026.)

Wealth Analytics stands out for its personalized service and the expertise of Jeff Poole in crafting tailored financial strategies. (AI guess, from 11 reviews.)


### What people like

- Responsive and knowledgeable team
- Expert investment advice
- Tailored strategies for retirement
- Exceptional customer service


### What people do not like

Nothing found


### Press

No press story about Wealth Analytics found yet.


### Awards

None named yet.


### Directories

Directory listings not read yet.


## Recent updates from Wealth Analytics

Wealth Analytics hasn't posted an update here yet.


## Questions people ask


### points or member pricing at Wealth Analytics, worth signing up?

No answer yet


### services here, what do people go in for?

No answer yet


### anyone been to both here and Define?

No answer yet


### Saturdays at Wealth Analytics, are they open?

No answer yet


### Why do people rate Wealth Analytics?

No answer yet


### is San Diego expensive for this, or is it just here

No answer yet


### last update from here was when?

No answer yet


### anything I should sort out before a first visit at Wealth Analytics?

No answer yet


### does this place ever have cancellations

No answer yet


### What financial planner questions is San Diego asking AI most?

No answer yet


### Booking here, how does it work?

No answer yet


### opening hours at Wealth Analytics in San Diego, what are they these days?

No answer yet


### parking at Wealth Analytics, where does everyone put the car?

No answer yet


### best financial planner in San Diego

No answer yet


### lunch near High Bluff, what is good

No answer yet


### Ballpark for a visit to a planner in San Diego?

No answer yet


### Worth the hype at Wealth Analytics?

No answer yet


## What AI gets wrong about Wealth Analytics

We ask Gemini and ChatGPT about Wealth Analytics. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026.

No capture has disagreed with the record yet.


## The AI Score: 25 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. Wealth Analytics scores 25, below the San Diego average of 27. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Wealth Analytics |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 38 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Named in 0 of 1 answer that recommended anyone. 1 more named nobody, which is not a loss and is not scored. |
| Reviews & response | 12 | 63 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Fair |
| Backlink & citation authority | 8 | 55 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 37 | Core Web Vitals at the 75th percentile, on a real phone. | Poor |
| Content freshness & schema | 5 | 81 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about a financial planner

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."


## How to choose a financial planner in California, with or without AI

A few checks take ten minutes and tell you more than any rating.

- Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
- Read reviews that name a person and what they did. Vague praise is easy to fake.
- Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
- Ask for the price before you go, and ask what it includes.
- Where the work needs a license, ask whose license it is and look it up with California.


## How to read the marks on this page

- Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
- Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
- AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.


## About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

- Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
- Industry: medical aesthetics, injectables, med spa operations and marketing.
- Disclosure: Local AI Registry sells services to business owners, including Wealth Analytics if it claims this page. That does not change what this page says. Every fact carries its source.


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Wealth Analytics |
| --- | --- | --- | --- | --- |
| Wealth Analytics | LocalBusiness | #business | https://wealthanalytics.com/ | Subject of this page |
| San Diego, California | City | #city | Nothing found | City Wealth Analytics is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in San Diego, linked to the lists and towns around it.


### Lists

- Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner
- Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego


### Nearby

- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /fresno: https://localairegistry.com/leaderboards/ca/fresno
- /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## Frequently asked questions


### What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.


### What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.


### How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.


### Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.


### I own Wealth Analytics. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJT0JbniAG3IARbWzpc98w1G8 (accessed Aug 18, 2026)
- [2] wealthanalytics.com, https://wealthanalytics.com/winners-dont-quit/ (accessed Sep 19, 2026)
- [3] wealthanalytics.com, https://wealthanalytics.com/beneficiary-ira/ (accessed Sep 19, 2026)
- [4] wealthanalytics.com, https://wealthanalytics.com/caution-robo-advisor-ahead/ (accessed Sep 19, 2026)
- [5] wealthanalytics.com, https://wealthanalytics.com/cram-money-401k-account/ (accessed Sep 19, 2026)
- [6] wealthanalytics.com, https://wealthanalytics.com/rentalproperty/ (accessed Sep 19, 2026)
- [7] wealthanalytics.com, https://wealthanalytics.com/social-security-benefits/ (accessed Sep 19, 2026)
- [8] wealthanalytics.com, https://wealthanalytics.com/statement-shock-perception-risk/ (accessed Sep 19, 2026)
- [9] wealthanalytics.com, https://wealthanalytics.com/total-return/ (accessed Sep 19, 2026)
- [10] wealthanalytics.com, https://wealthanalytics.com/weekly-perspective/ (accessed Sep 19, 2026)
- [11] wealthanalytics.com, https://wealthanalytics.com/avoid-herd-behavior/ (accessed Sep 19, 2026)
- [12] wealthanalytics.com, https://wealthanalytics.com/evaluating-investment-performance/ (accessed Sep 19, 2026)
- [13] wealthanalytics.com, https://wealthanalytics.com/fee-only-financial-planners-fiduciaries/ (accessed Sep 19, 2026)
- [14] wealthanalytics.com, https://wealthanalytics.com/fee-only-financial-planning/ (accessed Sep 19, 2026)
- [15] wealthanalytics.com, https://wealthanalytics.com/fee-only-financial-planning-2/ (accessed Sep 19, 2026)
- [16] wealthanalytics.com, https://wealthanalytics.com/financial-planning/ (accessed Sep 19, 2026)
- [17] wealthanalytics.com, https://wealthanalytics.com/inflation-trends/ (accessed Sep 19, 2026)
- [18] wealthanalytics.com, https://wealthanalytics.com/investment-volatility-keeping-awake-night/ (accessed Sep 19, 2026)
- [19] wealthanalytics.com, https://wealthanalytics.com/market-volatility-back/ (accessed Sep 19, 2026)
- [20] wealthanalytics.com, https://wealthanalytics.com/market-volatility-happens/ (accessed Sep 19, 2026)
- [21] wealthanalytics.com, https://wealthanalytics.com/mega-corporation-influence/ (accessed Sep 19, 2026)
- [22] wealthanalytics.com, https://wealthanalytics.com/mutual-fund-distributions/ (accessed Sep 19, 2026)
- [23] wealthanalytics.com, https://wealthanalytics.com/one-common-estate-planning-mistake/ (accessed Sep 19, 2026)
- [24] wealthanalytics.com, https://wealthanalytics.com/pension-risk/ (accessed Sep 19, 2026)
- [25] wealthanalytics.com, https://wealthanalytics.com/planning-starts-now/ (accessed Sep 19, 2026)
- [26] wealthanalytics.com, https://wealthanalytics.com/practical-thound-corrections/ (accessed Sep 19, 2026)
- [27] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)