Team of Fee-only
At Wealth Analytics, we’re not just a highly-rated, elite retirement planning firm in San Diego. We’re an experienced team of financial planners, mentors, and advisors that will take you all the way through your journey. Learn more about us below.
Jeff Poole 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.
VP of Operations
Belle Morales graduated from San Diego State University in 2014 with a major in Spanish and minor in Sociology. Belle has a large range of experience from customer service to sales since 2009 but enjoys interacting and supporting our clients. Belle was an active member of the Hispanic Business Student Association at SDSU serving as the Membership Director, Events Coordinator and Vice President. She joined Wealth Analytics as the Client Services Administrator in 2016 and has grown into Operations of the business. She brings efficiency and a system-oriented approach to the company. When she is not in the office she enjoys volunteering as a Court Appointed Special Advocate (CASA) at Voices For Children.
Peter Campbell joined Wealth Analytics in 2019 as an Investment Advisor. A graduate of UCLA, Peter competed on the golf team at UCLA, played professionally around the world for 10 years, and helped manage, consult for, and grow multiple businesses in the golf industry. He has had a life-long passion for personal finance, investing, and helping people make the most of their money. Peter has been a licensed investment advisor since 2017 and brings a unique perspective for combining modern technology and personal finance to Wealth Analytics. When he is not working with clients on their financial plans, goals and investment strategy, you can find him surfing in Cardiff, on the golf course, or walking his dogs along the beach with his wife and newborn daughter.
Client Services Administrator
Megan Sperry is Wealth Analytics Team’s Client Services Administrator. She serves our valued clients and supports the operations of the company. Before joining Wealth Analytics, Megan was the sole employee of a non-profit School Foundation responsible for much of their operations, management, communication, and customer service. With a degree in Chemical Engineering and Master’s in Environmental Engineering, she brings a technical and solution-oriented outlook to the office. As a mother of four and fitness instructor, she enjoys encouraging, empowering, and motivating people at any age to dream big and strive!
Troy Daum, CFP®
Principal & Founder
Troy Daum founded Wealth Analytics in 1999. He has more than thirty years of experience in financial services and has played a visible role in building the financial planning management profession in San Diego. He served as the first President of the San Diego chapter of the Financial Planning Association. He is also one of the authors of Your Insiders Guide to Retirement.Troy specializes in business succession planning and retirement income planning.
When he is not in the office, Troy enjoys sunny San Diego by sailing, working out or spending time with his family and dog. He is active in his community through Carmel Mountain United and is one of the contributors to building the Shoal Creek Bridge. Through his efforts within his community, San Diego now celebrates Troy Daum Day on October 28th as of 2014.