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Best Financial Advisors in Oceanside

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2023
Laurels

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Anchor Bay Capital, Inc. logo
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Anchor Bay Capital, Inc.

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5780 Fleet Street, Carlsbad, CA 92008
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Anchor Bay Capital serves clients in Carlsbad, Oceanside, and nearby areas. The company offers financial planning and investment management services such as business and family succession planning, strategy and asset allocation, and retirement planning. Retirees are guided by the company by working as fiduciaries to monitor retirement plans and create the necessary adjustments dictated by the current market. Scott Spiering, founder and chief investment strategist of Anchor Bay Capital, has been in the financial services industry since 1987.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Carlsbad Wealth Advisory Group, Inc. logo
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Carlsbad Wealth Advisory Group, Inc.

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5927 Balfour Court, Carlsbad, CA 92008
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Carlsbad Wealth Advisory Group, Inc., caters to clients in the Oceanside metro and the surrounding areas. This firm provides advice and assistance with clients' charitable giving, executive benefits, and estate, retirement, and tax planning. It also offers investment management services, such as asset allocation and diversification. Carlsbad Wealth Advisory Group was established in 2008. David L. George, the CEO, holds a bachelor's degree in Finance. He is a Certified Financial Planner with more than 18 years of experience in the industry.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Cornerstone Wealth Advisors, Inc. logo
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Cornerstone Wealth Advisors, Inc.

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1808 Aston Avenue, Carlsbad, CA 92008
  • Estate Planning
  • Retirement Planning

Business Description

Cornerstone Wealth Advisors, Inc., is an investment advisory firm serving Oceanside and the surrounding areas. It offers services such as wealth management, financial planning, retirement planning, and wealth protection strategies. Its financial planning services include portfolio management strategies, risk management strategies, Social Security recommendations, and risk-appropriate asset allocation. Denise Barrett, the CEO and co-founder of Cornerstone Wealth Advisors, established the firm in 2010. She has more than 30 years of experience in the financial services industry.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Coronado Investment Advisors, LLC logo
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Coronado Investment Advisors, LLC

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5200 El Camino Real, Carlsbad, CA 92010
  • Certified Financial Planner (CFP)

Business Description

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.

Frank Financial Advisors logo
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Frank Financial Advisors

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2710 Loker Avenue West, Carlsbad, CA 92010
  • Estate Planning

Business Description

Frank Financial Advisors is an independent firm that serves Oceanside residents. Its four-step financial planning process involves developing financial plans that consider clients' financial, professional, and personal ecologies. The professionals from this firm also create strategic plans, implement strategic tactics, and monitor changing conditions. Their other services include portfolio management, insurance protection, and employee retirement plan development. Frank Financial Advisors has been serving clients across the country since 2003. It is led by Todd E. Frank, a CPA and PFS with nearly 30 years of experience.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Guide My Finances logo
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Guide My Finances

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6120 Paseo Del Norte, Carlsbad, CA 92011
  • Retirement Planning

Business Description

Serving Oceanside and its surrounding communities, Guide My Finances has been helping clients in make financial decisions, for their particular needs, since 2003. The company provides financial planning services on a flat-rate basis and specializes in working with clients with rental real estate and stock compensation as well as business owners and those approaching retirement. Guide My Finances founder Jackie Mazur is a Certified Financial Planner and a Certified Divorce Financial Analyst.

Reputation:

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.
5.0
Yelp
5.0 / 5 (12)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
North County Financial Associates logo
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North County Financial Associates

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2101 South El Camino Real, Oceanside, CA 92054
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

North County Financial offers financial guidance to clients in the Oceanside area. Its advisor, Jeff, is a Certified Financial Planning Professional who has been in the industry for over 30 years. He specializes in investment and retirement planning, reviewing clients' retirement accounts to determine the plans that will help them reach their financial goals. Jeff also offers life and health insurance, business owner's policies, and professional liability insurance. Furthermore, he served in various advisory boards for hospitals across San Diego County.

Reputation:

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.
5.0
Yelp
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Stone Steps logo
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Stone Steps

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533 2nd Street, Encinitas, CA 92024
  • Certified Financial Planner (CFP)

Business Description

Stone Steps Financial is a financial planning firm that helps individuals and families in the Oceanside area with the complexities of financial navigation. The firm offers financial life management that entails investment management assistance. Its founder, Scott R. Frank, was named as one of the Investment News 40 Under 40 and has contributed to numerous articles on personal finance for the Los Angeles Times, CNBC, The Washington Post, and USA Today. He gives back to the community by co-hosting a weekly podcast, Real Personal Finance.

Reputation:

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.
5.0
Google
5.0 / 5 (29)
Facebook
5.0 / 5 (6)
Wellspring Divorce Advisors logo
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Wellspring Divorce Advisors

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703 Palomar Airport Road, Carlsbad, CA 92011
  • Insurance Products

Business Description

Serving Oceanside, Wellspring Divorce Advisors assists individuals and couples who are undergoing a divorce sort through complicated financial matters. To help clients and their lawyers make informed decisions, it creates net worth statements, analyze cash flow and pension benefits, report on asset division distributions, and make income and tax projections. In addition, it offers divorce options such as mediation, collaborative divorce, and litigation. With a focus on long-term consequences, its legal advisors also handle post-divorce financial planning.

Reputation:

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.
5.0
Google
5.0 / 5 (6)

Frequently Asked Questions

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.