- Certified Financial Planner (CFP)
- Tax Planning
Why choose this provider?
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.