8 Best Financial Advisors in Oceanside, CA


Are you in the Oceanside, CA area and looking for help managing your finances? Maybe you’re a first-time investor, or maybe you’ve been in the game for some time but need a fresh perspective. Whatever your financial needs may be, having a good financial advisor can make a world of difference. Here, we’ll take a look at some of the best financial advisors in Oceanside, CA. We’ll discuss their areas of expertise, how they can help you, and what you should look for when choosing a financial advisor. Read on to learn more!

Frank Financial Advisors

Since 23, Frank Financial Advisors has been providing financial planning services to clients across the country. Led by Todd E. Frank, a CPA and PFS with nearly 3 years of experience, the independent firm serves Oceanside residents and offers a four-step financial planning process. This process involves developing financial plans that consider clients’ financial, professional, and personal ecologies. Additionally, the professionals create strategic plans, implement strategic tactics, and monitor changing conditions. Other services offered by the firm include portfolio management, insurance protection, and employee retirement plan development.

Rating: nan

Website : https://frankfinancialadvisors.com/

Phone: +1 760-438-3360

Full Address: 2710 Loker Ave W #230, Carlsbad, CA 92010

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Cornerstone Wealth Advisors, Inc.

Cornerstone Wealth Advisors, Inc., founded by Denise Barrett, CEO and co-founder, in 21, is an investment advisory firm providing services such as wealth management, financial planning, retirement planning, and wealth protection strategies to Oceanside and its surrounding areas. With more than 3 years of experience in the financial services industry, Denise and her team offer portfolio management strategies, risk management strategies, Social Security recommendations, and risk-appropriate asset allocation to their clients.

Rating: nan

Website : https://www.cwainvestors.com/

Phone: +1 760-476-1376

Full Address: 1808 Aston Ave Suite 150, Carlsbad, CA 92008

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Wellspring Divorce Advisors

Wellspring Divorce Advisors serves the Oceanside area and specializes in helping individuals and couples going through a divorce to navigate the complicated financial matters. Its legal advisors provide clients and their lawyers with net worth statements, cash flow and pension benefit analyses, asset division distributions reports, income and tax projections, and post-divorce financial planning. Furthermore, the firm offers divorce options such as mediation, collaborative divorce, and litigation, always keeping the long-term consequences in mind.

Rating: 5.0

Website : https://wellspringdivorce.com/

Phone: +1 858-800-4176

Full Address: 703 Palomar Airport Rd Suite 240, Carlsbad, CA 92011

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North County Financial Associates

Jeff, a Certified Financial Planning Professional with over 3 years of experience in the industry, is the advisor at North County Financial in Oceanside. He specializes in investment and retirement planning, reviewing clients’ retirement accounts to ensure they reach their financial objectives. In addition, Jeff provides life and health insurance, business owner’s policies, and professional liability insurance. He has also served on various advisory boards for hospitals across San Diego County.

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Website : http://www.northcountyfinancial.com/

Phone: +1 760-231-5997

Full Address: 2101 El Camino Real #206, Oceanside, CA 92054

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Anchor Bay Capital, Inc.

Since 1987, Scott Spiering, founder and chief investment strategist of Anchor Bay Capital, has been in the financial services industry. The company, which serves clients in Carlsbad, Oceanside, and nearby areas, offers financial planning and investment management services, such as business and family succession planning, strategy and asset allocation, and retirement planning. For retirees, Anchor Bay Capital acts as a fiduciary to monitor retirement plans and create the necessary adjustments dictated by the current market.

Rating: 5.0

Website : https://www.anchorbaycapital.com/

Phone: +1 760-602-3470

Full Address: 5780 Fleet St #308, Carlsbad, CA 92008

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Carlsbad Wealth Advisory Group, Inc.

Established in 28, Carlsbad Wealth Advisory Group, Inc. is a financial firm offering services in charitable giving, executive benefits, estate, retirement and tax planning, and asset allocation and diversification. Headed by CEO David L. George, who holds a bachelor’s degree in Finance as well as the Certified Financial Planner certification, the company serves clients in the Oceanside metro and surrounding areas, and has 18+ years of industry experience.

Rating: nan

Website : http://carlsbadwealth.com/

Phone: +1 760-607-0812

Full Address: 5927 Balfour Ct #207, Carlsbad, CA 92008

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Stone Steps

Scott R. Frank, founder of Stone Steps Financial, is highly esteemed in the financial planning industry. He was named one of Investment News’ 4 Under 4, and his expertise has been featured in the Los Angeles Times, CNBC, The Washington Post, and USA Today. To further give back to the community, Scott co-hosts the weekly podcast, Real Personal Finance. Stone Steps Financial provides financial life management and investment management assistance to individuals and families in the Oceanside area, helping them navigate the complexities of personal finances.

Rating: 4.8

Website : https://www.stonestepsfinancial.com/

Phone: nan

Full Address: 340 S El Portal St, Encinitas, CA 92024

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Coronado Investment Advisors, LLC

Since 2016, Coronado Investment Advisors, LLC has been providing Oceanside and the surrounding areas with customized portfolio management solutions. The team at Coronado Investment Advisors, LLC employs a range of strategies from conservative to highly aggressive when it comes to asset allocation and individual security selection. One of the partners at the firm, L. Michael Ladd, possesses over two decades of experience dealing with currency markets, fixed income, and world’s equity.

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Website : https://www.coronadoinvestmentadvisors.com/

Phone: +1 619-568-6840

Full Address: 5200 El Camino Real Suite C, Carlsbad, CA 92010

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