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Jeff Poole

Jeff Poole

Principal

Jeff joined Wealth Analytics, bringing 18 years of financial services and wealth management experience and became Principal in 2019. A graduate of Chapman University in Orange CA, in Business Administration, he specializes in personal investment planning, risk analysis, and building client relationships to help meet their individual and family goals. He is one of the authors of Your Insiders Guide to Retirement. Jeff enjoys family time with his wife and 3 kids, and volunteers with Surf Soccer Club, Little League Baseball, and Boy Scouts of America. He has been a licensed investments professional since 1999.

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