Menu

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Get Matched With Advisors

Top Rated Financial Advisors in Carlsbad, California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Carlsbad, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Carlsbad, California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Carlsbad, California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Benjamin Bowen

Edelman Financial Engines, LLC
CFP®, Certificate in Blockchain and Digital Assets
Benjamin Bowen, a financial fiduciary, provides financial services to clients in the San Diego, California area. Benjamin holds the CFP®, Certificate in Blockchain and Digital Assets certifications. Benjamin has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Canter Wealth

CFP®, AIF®
Michael Bernier, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the La Jolla, California area.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Based on Assets
  • Flat Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

Andrew Chabot

Rancho Wealth Management
CFP®, MBA
Andrew Chabot, a financial fiduciary, provides financial services to clients in the La Jolla, California area. Andrew holds the CFP®, MBA certifications. Andrew has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Name(s) of Custodian(s):
    Pershing, LLC

BASIC INFORMATION NEEDED FOR THE INQUIRY

R.J. Kelly

Wealth Legacy Group, Inc.
AEP®, ChFC®, RICP®, MSFS, CEPA®, CLU®
R.J. Kelly, a financial fiduciary, provides financial services to clients in the San Diego, California area. R.J. holds the AEP®, ChFC®, RICP®, MSFS, CEPA®, CLU® certifications. R.J. has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Pure Financial Advisors, LLC

CFP®, AIF®
Pure Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the San Diego, California area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade, Fidelity Investments, Charles Schwab

BASIC INFORMATION NEEDED FOR THE INQUIRY

Michael Harris

TriVant Custom Portfolio Group, LLC
CFP®, CFA®
Michael Harris, a financial fiduciary, provides financial services to clients in the San Diego, California area. Michael holds the CFP®, CFA® certifications.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $200,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

Simon Reeves

TideRock Financial
Simon Reeves, a financial fiduciary, provides financial services to clients in the Irvine, California area. Simon has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee
  • Hourly

    Asset Requirement: $500,000

    Financial Services Provided:

  • Portfolio Management
  • 401K Rollovers
  • Wealth Management
  • Estate Planning & Trusts
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

James Peters

Centaurus Financial
ChFC®
James Peters, a financial fiduciary, provides financial services to clients in the Irvine, California area. James holds a ChFC® certification. James has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee
  • Hourly

    Asset Requirement: 25,000

    Name(s) of Custodian(s):
    Pershing

BASIC INFORMATION NEEDED FOR THE INQUIRY

Jeff Halbert

Westmount Asset Management
Jeff Halbert, a financial fiduciary, provides financial services to clients in the Newport Beach, California area. Jeff has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $2,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Portfolio Management
  • Retirement Planning
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

BASIC INFORMATION NEEDED FOR THE INQUIRY

Lance Blount

Edelman Financial Engines, LLC
CFP®
Lance Blount, a financial fiduciary, provides financial services to clients in the Costa Mesa, California area. Lance holds a CFP® certification. Lance has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Chris Mickel

Valeo Financial Advisors, LLC
CFP®
Chris Mickel, a financial fiduciary, provides financial services to clients in the Tustin, California area. Chris holds a CFP® certification. Chris has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Based on Assets
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Legal Advice and Services
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    Fidelity, Schwab

BASIC INFORMATION NEEDED FOR THE INQUIRY