Wealth Analytics Partners, LLC

Brittany Anderson is a financial advisor at Wealth Analytics Partners, LLC in San Diego, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Wealth Analytics Partners, she worked in the education sector with Poway Unified School District and Lucia Mar School District. Wealth Analytics Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management and written financial planning services. The firm employs a fundamental analysis approach to create broadly diversified portfolios and offers a range of financial planning engagements tailored to client needs.

Megan Sperry is a financial advisor at Wealth Analytics Partners, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Wealth Analytics Partners since 2018. Prior to her advisory role, she was involved with the Del Mar Schools Education Foundation from 2014 to 2018. Wealth Analytics Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and written financial planning services. The firm employs a fee-only, SEC-registered investment adviser model, utilizing fundamental analysis and diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative investments.

Jeff Poole is a financial advisor at Wealth Analytics Partners, LLC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Brokerage Services from 2009 to 2017. Outside of his advisory work, he is an author of non-financial books. Wealth Analytics Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and written financial planning services. The firm employs a fundamental analysis approach to build diversified portfolios and conducts regular account reviews and reporting.

Troy Daum is a CFP® with 23 years of industry experience, currently serving as an advisor at Wealth Analytics Partners, LLC since 2007. He has been affiliated with Wealth Analytics, Inc. since 2003. Based in Poway, CA, he holds Series 63 and Series 65 registrations. Wealth Analytics Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management and written financial planning services. The firm employs a fee-only model and bases investment decisions on fundamental analysis, managing broadly diversified portfolios with regular rebalancing and periodic reviews.

Constance Mitchell is a financial advisor at Wealth Analytics Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining the firm in 2020, she was a homemaker for 24 years. Wealth Analytics Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management and written financial planning services. The firm employs fundamental analysis to manage broadly diversified portfolios and offers a range of financial planning engagements from limited to complex projects.