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Carlsbad Chamber

Retirement Planning

Retirement Planning

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Guide My Finances
Guide My Finances
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1265 Carlsbad Village Dr., Ste. 201
Carlsbad, CA 92008
Jackie Mazur, CFP CDFAJackie Mazur, CFP CDFA
Work Phone: (760) 547-7585(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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Intelligence Driven Advisers (IDA)
Intelligence Driven Advisers (IDA)
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2792 Gateway Rd.
Carlsbad, CA 92009
Jason LabrumJason Labrum
Work Phone: (760) 707-5555(760) 707-5555
Member Since: 2014
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Edward Jones (Matt Leonard, Financial Advisor)
Edward Jones (Matt Leonard, Financial Advisor)
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2121 Palomar Airport Rd, Ste. 100
Carlsbad, CA 92011
Work Phone: (760) 438-1037(760) 438-1037
Member Since: 2006
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PEEK WEALTH
PEEK WEALTH
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7750 El Camino Real, Ste. 2E
Carlsbad, CA 92009
Justin Peek, CFP®, CCFC®, CLTC®, AAMS®Justin Peek, CFP®, CCFC®, CLTC®, AAMS®
Work Phone: (760) 705-1200(760) 705-1200
Member Since: 2008
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Edward Jones (Alessi Vincent, Financial Advisor)
Edward Jones (Alessi Vincent, Financial Advisor)
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5962 La Place Ct. Ste. 160
Carlsbad, CA 92008
Vincent Alessi, Financial AdvisorVincent Alessi, Financial Advisor
Work Phone: (760) 729-8300(760) 729-8300
Member Since: 2013
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