What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Carlsbad, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Carlsbad, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jon Beyrer
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
Specialties: Retirement Income Planning, Tax Planning, Charitable Giving, College Education Planning, Concentrated Wealth Positions, Family Wealth Transfers, Comprehensive Financial Planning, Investment Management
As retirement approaches, you're asking: what’s next? Our caring, experienced team will help you retire comfortably and with purpose—focused on your family, your legacy, and the causes that matter most to you.
Eric Rodriguez
CFP®
WealthBuilders LLC
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Planning, Estate Planning, Stock Options
We help retirement savers over 50 with over $1M+ in investable assets to protect and grow their wealth with a tax-smart plan.
Stefan Prvanov
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Retirement Income Planning, College Education Planning, Concentrated Wealth Positions, Family Wealth Transfers
Caring, experienced financial advisors, partnering with you throughout your retirement journey.
Laryssa Freeman
CFP®
Meritage Wealth Management
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security Planning, Roth Conversion Strategies, Net Unrealized Appreciation Strategies, Qualified Charitable Distribution Strategies, 401(k) Rollover Planning, Pension vs Lump Sum Analysis, Asset Division After a Divorce, Reinvestment of an Inheritance
Clarity. Peace of mind. Confidence. Together, we'll protect your wealth, minimize lifetime taxes, & secure your legacy—ensuring that everything you've worked so hard for is simplified, organized, & thoughtfully planned, so you can fully embrace life.
Jonathan Grannick
CFP®
Wonder Wealth LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Rent/Buy Decisions, Investment Management, Travel Hacking with Credit Cards, FIRE (Early Retirement), College Education Planning, Real Estate & Passive Income, Reframing Psychology Around Money
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
