Carlsbad Chamber

Wealth Management

Wealth Management

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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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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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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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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Kohn Wealth Management

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Encinitas, CA 92024

Mark Kohn

(760) 635-1570

Member Since: 2024

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