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Guide My Finances
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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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D.A. Davidson & Co.
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1925 Palomar Oaks Way, Ste. 300
Carlsbad
,
CA
92008
Christopher Omel
(760) 931-9191
760-448-4109
Member Since: 1986
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Aldrich
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1903 Wright Pl., Ste. 180
Carlsbad
,
CA
92008
Carl Pinkard, CFP
(760) 431-8440
Member Since: 2001
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Wealth Management Group
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2035 Corte Del Nogal Suite 150
Carlsbad
,
CA
92011
Mark Ealy
(760) 994-4037
Member Since: 2021
Mark is a Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), and Pension Plan Consultant (PPC), with offices in Carlsbad, California. With over 30 years of experience in the financial industry, he provides wealth management and inves
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O'Reilly Wealth Advisors
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PO Box 130820
Carlsbad
,
CA
92013
John O'Reilly
(760) 504-6040
Member Since: 2019
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Terramar Wealth
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5780 Fleet St., Ste. 170
Carlsbad
,
CA
92008
Daniel McMahon
(760) 804-9696
Member Since: 2020
The financial professionals of Terramar Wealth are Registered Representative and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advise
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Kohn Wealth Management
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Encinitas
,
CA
92024
Mark Kohn
(760) 635-1570
Member Since: 2024
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