local ai registry · agent view · /biz/ca/san-diego/wealth-analytics-san-diego-ca

# Wealth Analytics

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/wealth-analytics-san-diego-ca

**AI Score: 25/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; Wealth Analytics was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; Wealth Analytics was not mentioned.

## What reviews say

> 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:
- Jeff Poole's personalized financial planning
- Responsive and knowledgeable team
- Expert investment advice
- Tailored strategies for retirement
- Exceptional customer service

Bottom line: Wealth Analytics stands out for its personalized service and the expertise of Jeff Poole in crafting tailored financial strategies.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 38 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 63 |
| Backlink & citation authority | 8% | 55 |
| Google Business Profile | 8% | 90 |
| Speed & mobile | 7% | 37 |
| Content freshness & schema | 5% | 81 |

## Others on record in San Diego

- Define Financial — AI Score 51
- Pure Financial Advisors, LLC — AI Score 35
- Next Gen Financial Planning — AI Score 34
- One Degree Advisors — AI Score 28

Wealth Analytics ranks 15 of 29 in its category here.

## Facts

- Address: 12526 High Bluff Dr #238, San Diego, CA 92130, USA
- Phone: (858) 794-2100
- Website: wealthanalytics.com
- Hours Mon: 7:00 AM – 4:00 PM
- Hours Tue: 7:00 AM – 4:00 PM
- Hours Wed: 7:00 AM – 4:00 PM
- Hours Thu: 7:00 AM – 4:00 PM
- Hours Fri: 7:00 AM – 4:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### 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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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.
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