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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Carlsbad is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Carlsbad & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Carlsbad?

Looking for a qualified financial advisor in Carlsbad? We can help you by narrowing down your options & listing the best financial advisors in Carlsbad as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Carlsbad near you with the list of certified and vetted Carlsbad financial advisors.

List of Qualified Financial Advisors in Carlsbad, California

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Rodd Miller, CFP®

Miller Wealth Management

1901 Camino Vida Roble
Suite 112

Carlsbad, CA 92008
(760) 8564428

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Jay Miars, CFP®

AZCA Financial Group, LLC

2888 Loker Avenue East
Suite 204

Carlsbad, CA 92010
(760) 6031212

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John Lohrenz

JKL Wealth Management

731 South Hwy 101 ste 2k
Suite 2k

Solana Beach, CA 92075
(858) 5351705

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Aaron Buczek

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 2296473

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Ajay Gupta

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695345

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Branden Frazier

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695341

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Brian Krause

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695347

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Charles Webb

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 2292538

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Chris Muniz

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695358

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Jeff Ellena

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695343

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Jeff McCulloch

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695351

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Kathleen Davis

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695349

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Matt Phillips

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(626) 8254827

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Mike Batista

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(619) 9296896

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Phillip Attebery

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695357

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Benjamin Bowen

Edelman Financial Engines, LLC

12680 High Bluff Drive,
Suite 250

San Diego, CA 92130
(858) 3454250

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Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108
(619) 2946008

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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101
(619) 2863930

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Simon Reeves

TideRock Financial

30 Enterprise, Suite #190

Aliso Viejo, CA 92656
(877) 4333665

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Jesse Espinoza

Creative Planning

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Palm Desert, CA 92883
(951) 8094726

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612
(949) 6313840

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Andrew Fuller

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 3449751

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Brian Chang

Creative Planning

2030 Main Street

Irvine, CA 92614
(213) 2198464

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Cindy Sforza

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 5560272

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Jessica Roks

Creative Planning

2030 Main Street

Irvine, CA 92614
(714) 8520022

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Mike Nemzek

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 2445734

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Ryan Hook

Creative Planning

2030 Main Street

Irvine, CA 92614
(714) 5817955

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Ryan Maroney

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 3977695

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626
(626) 7682972

List of Additional Financial Advisors in Carlsbad, California*

* Additional advisor listing is provided in partnership with Yext

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Alex B Ostrove - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023515

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AZCA Financial Group

2173 Salk Avenue
Suite 250

Carlsbad, CA 92008
7606031212

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Rodrigo Oliva - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd
Ste 340

Carlsbad, CA 92011
7609290776

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Afick Sharar - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314633

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Adam Gelcich - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023545

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Andrew Hathaway - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd
Ste 340

Carlsbad, CA 92011
7609290776

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Michael Patrick Walsh - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314694

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Marie Accunzo - Ameriprise Financial Services, LLC

5927 Balfour Ct
Ste 207

Carlsbad, CA 92008
7606070284

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Sarah G. Montoya - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023526

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Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314600

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Brian D Lucewicz - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023503

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Clinton E. Curtright - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023557

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Wilsons Leather

5620 Paseo del Norte
Ste 117

Carlsbad, CA 92008
7604310041

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Jose Vicente Jr - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd
Ste 340

Carlsbad, CA 92011
7609290776

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Charles R. Henning, CFP

6498 Paseo Lazo

Carlsbad, CA 92009
8582452245

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Stifel Nicolaus & Company: Gary Endres

5780 Fleet Street
Suite # 250

Carlsbad, CA 92008
7608043400

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Retirement Solutions Inc.

5857 Owens Avenue
Suite 110

Carlsbad, CA 92008
7606030700

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Mark S. Buckman

2888 Loker Avenue East
Suite 317

Carlsbad, CA 92010
7609300770

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Utkarsh Vasa - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314632

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Scott McVeigh - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314643

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The McCann Vincent Group - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314646

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Michael S Killeen - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023504

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I Lost A Loved One

5857 Owens Avenue
Suite 110

Carlsbad, CA 92008
7606030700

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Elizabeth Messick - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314672

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Charles L Palmer III - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314665

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Craig M Kaiser - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023551

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Gottlieb Wealth Management

2173 Salk Avenue
Suite 250

Carlsbad, CA 92008
7605797676

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Stephen Whitman - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314609

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Christian J Nagle - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023506

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Jay Wilson - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023595

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Wanda Magana | LoanStar Financial Corp.

270 Pacific Ave

Carlsbad, CA 92008
7604345373

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Michael Sperlinga - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023540

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Robert Winston - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023553

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David M. Delino - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023549

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John X. Condos - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314658

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Glen Mondero - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314625

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Nina Nitti - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314629

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William McBride IV - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023580

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Eric A Philippart - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023558

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John Sundstedt - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314664

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Mark A Lucia - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023516

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Pacific Heritage Group - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023580

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Raymond C Corney - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023505

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Richard French - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314613

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Chris W McCann - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314646

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Chris D Rager - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314695

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Jean E Vincent - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7609314624

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Erik K Tappin - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023534

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Simon Petro - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023512

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Coast to Coast Wealth Management - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd
Ste 340

Carlsbad, CA 92011
7609290776

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William Norton - Ameriprise Financial Services, LLC

5927 Balfour Ct
Ste 207

Carlsbad, CA 92008
7608049364

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Intelligence Driven Advisers

6128 Innovation Way

Carlsbad, CA 92009
7607075555

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Ray H Taraz - Ameriprise Financial Services, LLC

7652 Primavera Way

Carlsbad, CA 92009
7606326361

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B's Flowers

2306 Rising Glen Way
Apt 301

Carlsbad, CA 92008
6193430214

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Daniela C. Ricaldone - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
7606023555

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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