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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

760-856-4428

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Jay Miars, CFP®

AZCA Financial Group, LLC

2888 Loker Avenue East
Suite 204

Carlsbad, CA 92010

760-603-1212

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John Lohrenz

JKL Wealth Management

731 South Hwy 101 ste 2k
Suite 2k

Solana Beach, CA 92075

858-535-1705

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Benjamin Bowen

Edelman Financial Engines, LLC

12680 High Bluff Drive,
Suite 250

San Diego, CA 92130

858-345-4250

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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

619-294-6008

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Dave Magee

Copley Financial Group

<strong>Serving Nationwide</strong>

San Diego, CA 92108

619-294-6008

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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

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Simon Reeves

TideRock Financial

30 Enterprise, Suite #190

Aliso Viejo, CA 92656

877-433-3665

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

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Jennifer Shintani

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3015

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
760-602-3515

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Marie Accunzo - Ameriprise Financial Services, LLC

5927 Balfour Ct
Ste 207

Carlsbad, CA 92008
760-607-0284

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AZCA Financial Group

2173 Salk Avenue
Suite 250

Carlsbad, CA 92008
760-603-1212

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Ray H Taraz - Ameriprise Financial Services, LLC

7652 Primavera Way

Carlsbad, CA 92009
760-632-6361

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Jordan Gales - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3521

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William Norton - Ameriprise Financial Services, LLC

5927 Balfour Ct
Ste 207

Carlsbad, CA 92008
760-804-9364

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Chris W McCann - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4646

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David M. Delino - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3549

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Utkarsh Vasa - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4632

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The McCann Vincent Group - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4646

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Michael Patrick Walsh - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4694

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Adam Gelcich - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3545

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Sarah G. Montoya - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3526

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Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4600

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Craig M Kaiser - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3551

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Stephen Whitman - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4609

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Michael Sperlinga - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3540

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Intelligence Driven Advisers

6128 Innovation Way

Carlsbad, CA 92009
760-707-5555

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Wilsons Leather

5620 Paseo del Norte
Ste 117

Carlsbad, CA 92008
760-431-0041

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Charles R. Henning, CFP

6498 Paseo Lazo

Carlsbad, CA 92009
858-245-2245

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Robert Winston - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3553

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Stifel Nicolaus & Company: Gary Endres

5780 Fleet Street
Suite # 250

Carlsbad, CA 92008
760-804-3400

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Retirement Solutions Inc.

5857 Owens Avenue
Suite 110

Carlsbad, CA 92008
760-603-0700

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Mark S. Buckman

2888 Loker Avenue East
Suite 317

Carlsbad, CA 92010
760-930-0770

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Jean E Vincent - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4624

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Chris D Rager - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4695

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I Lost A Loved One

5857 Owens Avenue
Suite 110

Carlsbad, CA 92008
760-603-0700

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Coast to Coast Wealth Management - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd
Ste 340

Carlsbad, CA 92011
760-929-0776

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Erik K Tappin - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3534

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Charles L Palmer III - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4665

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Rodrigo Oliva - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd
Ste 340

Carlsbad, CA 92011
760-929-0776

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John Sundstedt - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4664

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Jose Vicente Jr - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd
Ste 340

Carlsbad, CA 92011
760-929-0776

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Gottlieb Wealth Management

2173 Salk Avenue
Suite 250

Carlsbad, CA 92008
760-579-7676

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Wanda Magana | LoanStar Financial Corp.

270 Pacific Ave

Carlsbad, CA 92008
760-434-5373

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Andrew Hathaway - Ameriprise Financial Services, LLC

2111 Palomar Airport Rd
Ste 340

Carlsbad, CA 92011
760-929-0776

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John X. Condos - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4658

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Jay Wilson - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3595

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William McBride IV - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3580

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Mark A Lucia - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3516

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Brian D Lucewicz - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3503

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Pacific Heritage Group - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3580

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Richard French - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4613

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IBDG Solutions

760-477-1280

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Raymond C Corney - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3505

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Michael S Killeen - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3504

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Afick Sharar - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4633

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Christian J Nagle - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3506

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Eric A Philippart - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3558

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Simon Petro - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3512

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Elizabeth Messick - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4672

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B's Flowers

2306 Rising Glen Way
Apt 301

Carlsbad, CA 92008
619-343-0214

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Clinton E. Curtright - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3557

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Glen Mondero - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4625

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Daniela C. Ricaldone - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-602-3555

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Nina Nitti - Morgan Stanley

5796 Armada Drive
Suite 200

Carlsbad, CA 92008
760-931-4629

* 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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