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Best Financial Advisors in Carlsbad

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Carlsbad, CACarlsbad, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Carlsbad, CACarlsbad, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

5780 Fleet Street, Suite 308, Carlsbad, CA 92008
Carlsbad, CA 92008
  • Certified Financial Planner (CFP)

Anchor Bay Capital, Inc. is a financial advisory firm serving clients in Carlsbad. Its financial advisors provide financial planning and investment management, and retirement planning, including 401k and employer-sponsored retirement plans. It offers portfolio consultation and asset allocation. Scott Spiering, the company's founder, has been working in the financial services industry since 1987. He is the author of a book, The Frugal Investor. The firm was featured on news channels such as CNBC, Bloomberg Business, and PBS.

5780 Fleet Street, Suite 308, Carlsbad, CA 92008
Carlsbad, CA 92008

Website(760) 602-3470

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1801 Dove Street, Newport Beach, CA 92660
Newport Beach, CA 92660
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Compak Asset Management is an advisory firm serving Carlsbad residents. Its advisors provide clients with financial planning strategies, such as plans for retirement, income, cash flow, education, and estates. They also assist clients in developing an appropriate risk profile based on their financial goals. Profiles are used to determine asset allocation and investment strategies suitable for clients. Moeez Ansari, the president and chief investment officer has been in the industry for over four decades. He is also a radio personality who provides expert financial analysis.

1801 Dove Street, Newport Beach, CA 92660
Newport Beach, CA 92660

Website(800) 388-9700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

35 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5375 Avenida Encinas, Suite A, Carlsbad, CA 92008
Carlsbad, CA 92008
  • Retirement Planning
  • Private Wealth Advisor

Duncan Financial is a team of independent financial advisors serving individuals and families in Carlsbad and nearby areas. The firm is dedicated to assisting clients in pursuing their short-term and long-term investment and retirement goals. It offers a wide range of services, such as financial, retirement, income, and pension retirement planning. Its team of professionals also handles retirement portfolio reviews. Charles G. Duncan, the firm's founding principal, has helped over a thousand clients with their financial planning needs.

5375 Avenida Encinas, Suite A, Carlsbad, CA 92008
Carlsbad, CA 92008

Website(760) 476-1560

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5122 Avenida Encinas Suite 120, Carlsbad, CA 92008
Carlsbad, CA 92008
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

E3 Coastal Advisors LLP offers financial advice to individuals and businesses in Carlsbad and nearby areas. It provides personalized guidance regarding personal finance and strategic advice for tax decisions. The firm assists businesses with different solutions, including accounting, payroll, tax, and audit representation. Additionally, it has business advisory services that help with strategic growth planning, restructuring, financial projections, internal control evaluation, and accounting software implementation. E3 Coastal Advisors' financial planner Scott Evans is a California Society of Certified Public Accountants member.

5122 Avenida Encinas Suite 120, Carlsbad, CA 92008
Carlsbad, CA 92008

Website(760) 431-1755

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

2131 Palomar Airport Road Suite 214, Carlsbad, CA 92011
Carlsbad, CA 92011
  • Certified Financial Planner (CFP)

Serving the Carlsbad community, Gregg F. Himfar Financial is committed to helping clients with their long-term financial goals. It offers a variety of financial planning strategies, such as retirement, estate, college, and profit-sharing plans. It also offers assistance with investments, such as simple and traditional IRAs, brokerage accounts, and government securities. The firm also offers life, health, long-term care, and disability income insurance. The owner of the company, Gregg F. Himfar, has over 20 years of experience in financial planning.

2131 Palomar Airport Road Suite 214, Carlsbad, CA 92011
Carlsbad, CA 92011

Website(760) 448-6440

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6120 Paseo Del Norte Suite L-2, Carlsbad, CA 92011
Carlsbad, CA 92011
  • Certified Financial Planner (CFP)

Guide My Finances handles any wealth and investment management concerns for clients around Carlsbad. By getting to know an investor's goals and needs, its advisors can offer recommendations that are geared towards a customized financial plan. They cover a variety of areas, including personal financial and retirement planning and insurance review and investment allocation. In addition to being a Certified Financial Planner, president Jackie Mazur is also a Certified Divorce Financial Analyst. She has been in the financial field since 2003.

6120 Paseo Del Norte Suite L-2, Carlsbad, CA 92011
Carlsbad, CA 92011

Website(760) 547-7585

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6128 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009
  • Certified Financial Planner (CFP)
  • Retirement Planning

Intelligence Driven Advisers is an independent wealth management firm providing tailored financial solutions to high-net-worth individuals in the Carlsbad metro. Its advisers assist customers in identifying their goals and developing comprehensive strategies to achieve those goals. They offer wealth management services covering strategic tax planning, estate planning, and asset protection. They also provide investment management, financial planning, and business retirement planning. CEO Jason Labrum, who has been in the industry since 1998, worked at two major local brokerage firms before opening his firm in 2009.

6128 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009

Website(760) 707-5555

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: --

Helpfulness: B+

Detail: --

2210 Encinitas Blvd. Suite C, Encinitas, CA 92024
Encinitas, CA 92024
  • Certified Financial Planner (CFP)
  • Retirement Planning

Lifetime Financial Advisors has been providing comprehensive financial planning services to clients in Carlsbad and the surrounding areas since 1980. Its team works with individuals, families, and business owners and assists them in the process of managing their wealth. The agency offers a variety of services such as investments, retirement, estate, insurance, and multigenerational planning. The president and CEO, Steve Van Houten, is a Certified Financial Planner. He started his career as an investment analyst.

2210 Encinitas Blvd. Suite C, Encinitas, CA 92024
Encinitas, CA 92024

Website(760) 943-0430

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3838 Camino del Rio North, Ste 365, San Diego, CA 92108
San Diego, CA 92108
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning

Since 2018, Platt Wealth Management has been serving clients in Carlsbad and the surrounding areas. Its wealth management services include designing custom financial plans that cover retirement, Social Security, Medicare, and education funding. Its financial advisors also help in building investment portfolios customized to the client's risk, tax situation, and return objective. Founder Jeff Platt holds Certified Financial Planner and Chartered Financial Analyst designations. For several years, he has been named to San Diego Magazine's Best Five Star Wealth Managers.

3838 Camino del Rio North, Ste 365, San Diego, CA 92108
San Diego, CA 92108

InstagramWebsite(619) 255-9554

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6154 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009
  • Certified Financial Planner (CFP)

Seaside Wealth Management is a team of financial advisors serving individuals and families in Carlsbad. It serves a diverse set of clients with different financial goals, including women, professionals and their families, business owners, and retirees. Its process includes financial plan design, portfolio building, and plan monitoring. The president and founder of Seaside Wealth Management, Brad Lineberger, is a third-generation Californian who is dedicated to educating individuals, families, and small businesses on the importance of financial planning.

6154 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009

Website(760) 730-8120

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

44 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2710 Loker Avenue West, #220, Carlsbad, CA 92010
Carlsbad, CA 92010
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Terry Wealth Management is a financial advisory firm serving Carlsbad and nearby areas. Its team develops financial plans, which helps clients manage their current taxes, prepare for children's college education, and protect their businesses and employees. The team also help clients plan for retirement through personalized plans that consider clients' goals, investments, and financial inventory. They also provide assistance in the areas of charitable giving and legacy planning. Terry Wealth Management is headed by Shane Terry, who has 25 years of experience. Shane Terry holds a ChFC® designation. Terry Wealth Management use the skills that ChFC® credential holders have an in-depth knowledge in daily to assist their clients in meeting their financial goals.

2710 Loker Avenue West, #220, Carlsbad, CA 92010
Carlsbad, CA 92010

Website(760) 858-2080

Show Number

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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