Financial Planners in Carlsbad, CA — 23 Firms (2026)
23 financial planners in Carlsbad, California meet our listing bar — a website plus a public review record. They average 4.00★ across 23 rated firms, and 12 are rated 4.5★ or higher. The highest-rated is IDA Wealth - Intelligence Driven Advisers at 5.0★ across 111 Google reviews.
Showing 23 of 23 · sorted by Google rating
1.
IDA Wealth - Intelligence Driven Advisers
★★★★★★★★★★5.0(111 Google reviews)✓ Verified on Google
Financial Planning · 2792 Gateway Rd, Carlsbad, CA 92009
Services: advisory
2.
Mutual of Omaha Mortgage
★★★★★★★★★★5.0(71 Google reviews)✓ Verified on Google
Financial Planning · 2888 Loker Ave E Ste 320, Carlsbad, CA 92010
Services: advisory
3.
Seaside Wealth Management
★★★★★★★★★★5.0(57 Google reviews)✓ Verified on Google
Financial Planning · 6154 Innovation Way, Carlsbad, CA 92009
4.
Trajan Wealth
★★★★★★★★★★5.0(38 Google reviews)✓ Verified on Google
Financial Planning · 701 Palomar Airport Rd #300, Carlsbad, CA 92011
5.
Guide My Finances
★★★★★★★★★★5.0(33 Google reviews)✓ Verified on Google
Financial Planning · 1265 Carlsbad Village Dr #201, Carlsbad, CA 92008
6.
Brenton Stransky, CFP® - Independence Square Advisors
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
Financial Planning · 2173 Salk Ave Ste 250, Carlsbad, CA 92008
7.
Andrew Marshall Financial, LLC
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 5857 Owens Ave #300, Carlsbad, CA 92008
8.
Sterling Global Strategies
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 701 Palomar Airport Rd #300, Carlsbad, CA 92011
9.
Meritage Wealth Management - Laryssa Freeman, CFP®
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 5857 Owens Ave #300, Carlsbad, CA 92008
10.
Wellspring Divorce Advisors
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 703 Palomar Airport Rd Suite 240, Carlsbad, CA 92011
11.
Beacon Pointe Advisors
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 5973 Avenida Encinas # 210, Carlsbad, CA 92008
Services: advisory
12.
WWM Financial
★★★★★★★★★★4.8(23 Google reviews)✓ Verified on Google
Financial Planning · 2131 Palomar Airport Rd #330, Carlsbad, CA 92011
13.
Morris Wealth Management
★★★★★★★★★★4.4(7 Google reviews)
Financial Planning · 701 Palomar Airport Rd #300, Carlsbad, CA 92011
14.
Rod Oliva - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★4.4(5 Google reviews)✓ Verified on Google
Financial Planning · 2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011
15.
Target Financial and Insurance Services
★★★★★★★★★★4.3(70 Google reviews)✓ Verified on Google
Financial Planning · 3256 Grey Hawk Ct, Carlsbad, CA 92010
16.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.3(15 Google reviews)✓ Verified on Google
Financial Planning · 3428 Via Mercato, Carlsbad, CA 92009
Services: advisory
17.
U.S. Bancorp Investments - Financial Advisors: Joy Malig
★★★★★★★★★★2.8(19 Google reviews)✓ Verified on Google
Financial Planning · 2520 El Camino Real, Carlsbad, CA 92008
Services: advisory
18.
TD Ameritrade
★★★★★★★★★★2.6(9 Google reviews)✓ Verified on Google
Financial Planning · 5796 Armada Dr Suite 100, Carlsbad, CA 92008
Services: advisory
19.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(36 Google reviews)✓ Verified on Google
Financial Planning · 645 Carlsbad Village Dr, Carlsbad, CA 92008
Services: advisory
20.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(33 Google reviews)✓ Verified on Google
Financial Planning · 2704 Loker Ave W, Carlsbad, CA 92010
Services: advisory
21.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(44 Google reviews)✓ Verified on Google
Financial Planning · 7700 El Camino Real, Carlsbad, CA 92009
Services: advisory
22.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★1.7(78 Google reviews)✓ Verified on Google
Financial Planning · 2550 El Camino Real, Carlsbad, CA 92008
Services: advisory
23.
First Solution Financial Services
★★★★★★★★★★1.4(7 Google reviews)✓ Verified on Google
Financial Planning · 2100 Palomar Airport Rd Ste 206, Carlsbad, CA 92011
Top financial planners in Carlsbad
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | IDA Wealth - Intelligence Driven Advisers | Financial Planning | 5.0 / 5 | 111 |
| 2 | Mutual of Omaha Mortgage | Financial Planning | 5.0 / 5 | 71 |
| 3 | Seaside Wealth Management | Financial Planning | 5.0 / 5 | 57 |
| 4 | Trajan Wealth | Financial Planning | 5.0 / 5 | 38 |
| 5 | Guide My Finances | Financial Planning | 5.0 / 5 | 33 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.