Carlsbad Chamber

Estate Planning

Estate Planning

CoreProcess Wealth Management

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1925 Palomar Oaks Way, Ste. 207
Carlsbad, CA 92008

Theodore J. Tadeusiak, CFA

(760) 710-2220

Member Since: 2025

We do more than manage your investments. Since 1989, we have worked to provide our clients with Comprehensive Wealth Management using a "high touch" approach to planning guidance and investment solutions that extend beyond traditional financial advice.

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Opelon LLP

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1901 Camino Vida Roble, Ste 112
Carlsbad, CA 92008

Matt Odgers

7602781116

Member Since: 2022

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Law Office of Aisha Williams, APC

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1902 Wright Pl., 2nd Fl.
Carlsbad, CA 92008

Matt Williams

(619) 354-0770

Member Since: 2024

The Law Office of Aisha M. Williams focuses on Estate Planning - Trusts & Wills, Conservatorships, Special Needs Trusts, Trust Administration, Probate, and Kids Protection Plans.

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Parker & Hart, LLP

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5938 Priestly Dr., Ste. 103
Carlsbad, CA 92008

Shoshannah Hart

(760) 308-2019

Member Since: 2021

Estate Planning

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Capital Legacy Law, Inc.

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2794 Gateway Rd., Ste. 101
Carlsbad, CA 92009

Gita K. Nassiri, Esq., CPA

(760) 979-1280

Member Since: 2014

Every business needs legal advice. Whether you are a new business or a not-so-new, a for-profit or not-for-profit business, our firm has the experience and expertise to legally guide your footsteps every step of the way.

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The Estate Planning and Legacy Law Center

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2701 Loker Ave. W, Ste. 280
Carlsbad, CA 92010

Stephanie Cavallero

(760) 438-0558

Member Since: 2017

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