Best Financial Advisors in Carlsbad

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Carlsbad 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 37 26 11

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

Terry Wealth Management

  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

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