Financial Services

Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
New York Life - James Mitchell
New York Life - James Mitchell
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888 San Clemente Dr., Ste. 250
Newport Beach, CA 92660
James MitchellJames Mitchell
Work Phone: (619) 933-5051(619) 933-5051
Member Since: 2024
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Edward Jones - Eric Cooper
Edward Jones - Eric Cooper
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3609 Ocean Ranch Blvd., Ste. 180
Oceanside, CA 92056
Eric CooperEric Cooper
Work Phone: (937) 573-7670(937) 573-7670
Member Since: 2024
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Global Wealth Solutions Group of Raymond James
Global Wealth Solutions Group of Raymond James
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Tanner OrndorffTanner Orndorff
Work Phone: (760) 560-8842(760) 560-8842
Member Since: 2023
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First Command
First Command
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Veteran Owned Business
4167 Avenida De La Plata
Oceanside, CA 92056
Adam CreelAdam Creel
Work Phone: (760) 576 -2345(760) 576 -2345
Member Since: 2024
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Northwestern Mutual - Bo Khamphanthong
Northwestern Mutual - Bo Khamphanthong
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Veteran Owned Business
5780 Fleet St., Ste. 200
Carlsbad, CA 92008
Bo K KhamphanthongBo K Khamphanthong
Work Phone: (760) 795-5250(760) 795-5250
Member Since: 2023
LinkedIn
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Compass Financial, LLC
Compass Financial, LLC
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Veteran Owned Business
117 Lake Point Drive
Prosperity, SC 29127
Scott SmithScott Smith
Work Phone: (760) 522-1240(760) 522-1240
Member Since: 2020
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Stifel - Evan Hennessy
Stifel - Evan Hennessy
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5780 Fleet St., Ste. 250
Carlsbad, CA 92008
Evan HennessyEvan Hennessy
Work Phone: (760) 804-3424(760) 804-3424
(866) 431-2389(866) 431-2389
Member Since: 2015
Securing your family's financial future is important. We listen to your vision. We're honored to help choose what is right for your family.
LinkedIn
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Financial Advisor - Edward Jones, Chad Marentette
Financial Advisor - Edward Jones, Chad Marentette
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804 Pier View Way, Ste. 212
Oceanside, CA 92054 2813
Chad MarentetteChad Marentette
Work Phone: (760) 529-9684(760) 529-9684
Member Since: 2017
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Edward Jones - Caroline Talebi Financial Advisor
Edward Jones - Caroline Talebi Financial Advisor
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Caroline TalebiCaroline Talebi
Work Phone: (760) 439-9019(760) 439-9019
Member Since: 2023
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MyPoint Credit Union
MyPoint Credit Union
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2610 El Camino Real, Ste. A
Carlsbad, CA 92008
Victoria ChavezVictoria Chavez
Work Phone: (858) 495-3400(858) 495-3400
(888) 495-3400(888) 495-3400
Member Since: 2023
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Navy Federal Credit Union
Navy Federal Credit Union
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4180 Avenida de la Plata
Oceanside, CA 92056
Cesar CardozaCesar Cardoza
Work Phone: (888) 842-6328(888) 842-6328
Member Since: 2001
Serving those who serve our country and their families" Army * Marine Corps * Navy * Air Force
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Edward Jones - Vincent Alessi, Financial Advisor
Edward Jones - Vincent Alessi, Financial Advisor
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5962 La Place Ct., Ste. 160
Carlsbad, CA 92008
Debra HerreraDebra Herrera
Work Phone: (760) 729-8300(760) 729-8300
Member Since: 2015
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New York Life, San Diego
New York Life, San Diego
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4349-4 Harbor Way
Oceanside, CA 92056
Aaron ScottAaron Scott
Work Phone: (314) 240-2258(314) 240-2258
Member Since: 2024
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North County Financial Associates
North County Financial Associates
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2101 El Camino Real, Ste. 206
Oceanside, CA 92054
Jeff Babcock, CFPJeff Babcock, CFP
Work Phone: (760) 231-5997(760) 231-5997
(800) 729-3568(800) 729-3568
Member Since: 2018
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InWealth Management
InWealth Management
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6550 Ambrosia Lane, Ste. 1029
Carlsbad, CA 92011
Andrew Lippman. CFP®, AIF®Andrew Lippman. CFP®, AIF®
Work Phone: (442) 244-0563(442) 244-0563
Member Since: 2024
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