Carlsbad Chamber

Retirement Planning

Retirement Planning

Guide My Finances

1265 Carlsbad Village Dr., Ste. 201
Carlsbad, CA 92008

Jackie Mazur, CFP CDFA

(760) 547-7585

Member Since: 2017

At Guide My Finances we provide a personalized approach to financial planning. We put your interests first, involve you in creating a financial plan and give you the tools and resources to implement our recommendations on your own.

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Longbridge Reverse Mortgage

1132 San Marino Dr., Ste. 214
San Marcos, CA 92078

Jeffrey Garcia

(760) 822-0222

Member Since: 2023

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Edward Jones (Matt Leonard, Financial Advisor)

2121 Palomar Airport Rd, Ste. 100
Carlsbad, CA 92011

(760) 438-1037

Member Since: 2006

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PEEK WEALTH

7750 El Camino Real, Ste. 2E
Carlsbad, CA 92009

Justin Peek, CFP®, CCFC®, CLTC®, AAMS®

(760) 705-1200

Member Since: 2008

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Edward Jones (Alessi Vincent, Financial Advisor)

1265 Carlsbad Village Dr., Ste. 220
Carlsbad, CA 92008

Vincent Alessi, Financial Advisor

(760) 729-8300

Member Since: 2013

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Intelligence Driven Advisers (IDA)

2792 Gateway Rd.
Carlsbad, CA 92009

Jason Labrum

(760) 707-5555

Member Since: 2014

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