Laurels

Best Financial Advisors in Oceanside
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Oceanside Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 50 34 10

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Coronado Investment Advisors, LLC

  • Certified Financial Planner (CFP)

Coronado Investment Advisors, LLC, is a firm that has been serving Oceanside and surrounding communities since 2016. It assists individuals with investment decision-making by providing customized portfolio management solutions through active asset allocation and individual security selection. Its team utilizes a conservative to a highly aggressive approach to investment and trading strategies. One of the firm's partners, L. Michael Ladd, has been dealing with currency markets, fixed income, and world's equity for over 20 years.

5200 El Camino Real
Carlsbad, CA 92010

Website

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