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Laurels

Best Financial Advisors in Oceanside
2021

We scored 50 Financial Advisors in Oceanside, CA and Picked the Top 10

Here are the Picks:

Anchor Bay Capital, Inc.

Carlsbad Wealth Advisory Group, Inc.

Cornerstone Wealth Advisors, Inc.

Coronado Investment Advisors, LLC

Duncan Financial

Frank Financial Advisors

Guide My Finances

North County Financial Associates

Stone Steps

Wellspring Divorce Advisors

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

Anchor Bay Capital, Inc.

  • Certified Financial Planner (CFP)
  • Tax Planning

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.

Click to Call

5780 Fleet Street
Carlsbad, CA 92008

Website

(888) 391-1950 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Carlsbad Wealth Advisory Group, Inc.

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

Click to Call

5927 Balfour Court
Carlsbad, CA 92008

Website

(760) 607-0812 Website

Professionalism: A+

More Info

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+

Price: 1% annually for 1st 500,000

Cornerstone Wealth Advisors, Inc.

  • Estate Planning
  • Retirement Planning

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.

Click to Call

1808 Aston Avenue
Carlsbad, CA 92008

Website

(760) 476-1376 Website

Professionalism: A+

More Info

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+

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.

Click to Call

5200 El Camino Real
Carlsbad, CA 92010

Website

(619) 568-6840 Website

Duncan Financial

  • Certified Financial Planner (CFP)

Established in 1986, Duncan Financial is an independent firm that provides financial management services in Oceanside. It offers guidance in wealth and investment management as well as income and financial planning. It also assists clients with different matters concerning retirement such as retirement portfolio, pension retirement planning, and transitioning to retirement. Duncan Financial aims to contribute to the well-being of the community by supporting the organization Helping Autism through Learning and Outreach. Its principal, Charlie Duncan, is a Certified Financial Planner.

Click to Call

5375 Avenida Encinas
Carlsbad, CA 92008

Website

(888) 756-7568 Website

Reputation:A+

More Info

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)

Professionalism: A+

More Info

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+

Frank Financial Advisors

  • Estate Planning

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.

Click to Call

2710 Loker Avenue West
Carlsbad, CA 92010

Website

(866) 587-1230 Website

Professionalism: A+

More Info

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+

Guide My Finances

  • Retirement Planning

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.

Click to Call

6120 Paseo Del Norte
Carlsbad, CA 92011

Website

(760) 547-7585 Website

Reputation:A+

More Info

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:

14 (Better)

Score Consistency:

Consistent (Best)

North County Financial Associates

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

2101 South El Camino Real
Oceanside, CA 92054

Website

(760) 231-5997 Website

Reputation:A

More Info

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:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Stone Steps

  • Certified Financial Planner (CFP)

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.

Click to Call

533 2nd Street
Encinitas, CA 92024

Website

(760) 456-7147 Website

Reputation:A+

More Info

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:

31 (Best)

Score Consistency:

Consistent (Best)

Wellspring Divorce Advisors

  • Insurance Products

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.

Click to Call

703 Palomar Airport Road
Carlsbad, CA 92011

Website

(858) 800-4176 Website

Reputation:A

More Info

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:

6 (Good)

Score Consistency:

Consistent (Best)

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