4 Best Gold IRA Investment Companies Near Me in Carlsbad, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Seaside Wealth Management
ADDRESS: 6154 Innovation Way, Carlsbad, CA 92009, United States
NUMBER: +1 760-730-8120
SERVICES: Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management
STORE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Brad and his team are the best. I met Brad a while back at a seminar he conducts for future retirees. It was a wealth of knowledge and I then decided to hire him as our financial adviser. It was the best decision. He is easy to work with, knows his stuff and will lead you in the right direction with your investments. Hiring him will be one on the best decisions you can make for your future. – Rick BETER
REVIEW #2 – My husband and I are so happy that we turned our investment planning over to Brad Lineberger with Seaside Wealth. Brad took the time to get to know us personally and crafted a portfolio that meets our needs and objectives. He regularly reviews our goals with us to discuss additional strategies that can help ensure our long term financial success. Seaside Wealth provides information to its clients on a wide range of topics too; not just what’s happening in the market. We highly recommend Brad and Seaside Wealth Management. – Marcie Milner
REVIEW #3 – Yearly reviews with Seaside Wealth Management are valuable and encouraging. Brad and his team are professional and caring. Brad takes the time to value us as customers and is a true Fiduciary. I highly recommend his services to anyone looking for financial guidance with a caring touch! My wife and I feel we are in good hands and we trust he gives us honest and sound investment advice and peace of mind. – Julio Monroy
REVIEW #4 – Matt Callahan did a superior job explaining my financial portfolio. I feel very confident about my financial future. The Seaside team is very professional, and knowledgeable. I am very happy to have Matt and the Seaside team. I highly recommend them. – Jann MacCollam
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IDA Wealth – Intelligence Driven Advisers
ADDRESS: 2792 Gateway Rd, Carlsbad, CA 92009, United States
NUMBER: +1 888-766-0091
SERVICES: Financial planning, Investment advising, Financial Planning, Financial Planning Investment, Investment Management, Retirement And Benefit Plans, Wealth Management
STORE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | CLOSED | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been clients of IDA for many years and have always received excellent service. We have complete faith in their management of our accounts have consistently achieved significant returns on our investment. Our financial advisor, Thomas, is kind, considerate and takes the time to listen to us and truly understand our financial needs. He is always willing to work though a potential scenario so we can determine the best course of action. We can’t say enough positive things about our experience. – David Edward Bentzel
REVIEW #2 – We started working with Thomas at IDA back in 2019, when we were just beginning our investment journey. From the very start, he proved his value—putting together a thoughtful plan for us before we had even committed, just to show what he could do. That level of initiative and dedication really stood out.
Over the past six years, working with Thomas has been nothing short of a pleasure. The strategies he and IDA have implemented have placed us in a phenomenal financial position—not only today, but for our long-term retirement goals as well. His advice has been consistently practical, insightful, and tailored to our needs.
Looking back, choosing to work with Thomas and his team at IDA has been one of the best decisions we’ve ever made. I would wholeheartedly recommend him to anyone looking for a fiduciary who genuinely puts their clients’ best interests first. – Ryan Stewart
REVIEW #3 – I’ve had the pleasure of working with Thomas Ohanesian, Senior Wealth Advisor at IDA Wealth, and I couldn’t be more impressed with his professionalism, knowledge, and personal approach to financial advising. Thomas takes the time to truly understand his clients’ goals, priorities, and comfort levels before tailoring thoughtful, strategic solutions that align with both short-term needs and long-term objectives.
What sets Thomas apart is his attention to detail, transparency, and genuine care for his clients’ success. He communicates complex financial concepts clearly, provides consistent updates, and ensures that every decision is made with confidence and understanding.
Whether you’re planning for retirement, managing investments, or building wealth for future generations, Thomas delivers the highest level of integrity, trust, and expertise. I wholeheartedly recommend him and IDA Wealth to anyone seeking a knowledgeable and reliable financial advisor. – J.R. Martino
WWM Financial
ADDRESS: 2131 Palomar Airport Rd #330, Carlsbad, CA 92011, United States
NUMBER: +1 760-692-5190
SERVICES: Alternative Investments, Asset Allocation, Asset Management, Asset Management Business, Asset Protection, Company Retirement Plans
STORE HOURS
| Mon | 7:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 4:00 PM | |
| Wed | 7:00 AM – 4:00 PM | |
| Thu | 7:00 AM – 4:00 PM | |
| Fri | 7:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The WWM podcast is my go to source for financial news. The team brings well rounded expertise, delivering information that’s easy to digest without fluff or filler. I appreciate their timely market commentary, as well as thoughtful planning insights and actionable tips for financial success. – Courtney Wittner
REVIEW #2 – I have been with WWM for many years. I’m not only allow them to manage my portfolio, but I also refer some of my clients for financial assistance. I work primarily with Vince Stefano who Consistently provides great service and has made our portfolio grow every year. I also have utilized Catherine Magana and some of Vince’s coworkers to give advice on money management as well as how to ensure we protect our future. Vince and the entire team are very responsive and have always Kept us well informed of what is happening in our portfolio and truly has our best interests at heart. If you were looking for someplace to trust with your future, WWM and Vince Stefano are who you should call. – Craig Fuller
REVIEW #3 – I’m a relatively new client of WWM Financial and have been extremely pleased with my decision to partner with them. While they serve a high-net-worth clientele, I’ve found the team to be unpretentious, humble, and exceptionally responsive.
Any time I’ve brought an investment opportunity to their attention, Rachel and/or Catherine have responded immediately—often arranging meetings with their team of specialists to offer insights drawn from decades of industry experience. During tax season, Rachel’s partnership and guidance have been equally bespoke and attentive.
Every engagement has left me feeling like their most important client. WWM embodies what you want in a financial partner: deep expertise, a team-oriented approach, and a clear desire to earn both your business and your trust. My wife and I often remark how thankful we are to have found them. I recommend them with complete confidence. – Lawrence Romine
Birchwood Capital
ADDRESS: 2385 Camino Vida Roble #100, Carlsbad, CA 92011, United States
NUMBER: +1 760-230-3893
DESCRIPTION FROM BUSINESS: We do: retirement planning, tax planning and investment management.
STORE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Stephen Nelson and his team at Birchwood Capital have been phenomenal. We transferred our entire life savings and investments with Stephen and have been extremely pleased with his passive investment philosophy. As a CFP and fiduciary, we realize Stephen is always acting in our best interest. However, what sets Birchwood Capital apart from our prior CFP’s are their lower portfolio expenses, reporting useful quarterly information, transparency, and extraordinary personal touch. They have also been extremely helpful in providing financial guidance for my entire immediate family. The team at Birchwood Capital (Stephen, Matt, and Linda) are knowledgeable, responsive, and resourceful. I highly recommend Birchwood Capital without any reservation. – Craig
REVIEW #2 – After reviewing several financial advisors, we chose Birchwood Capital based on its operating philosophy, comprehensive approach to investing, tax planning, age planning, and fee structure. Stephen and his team are incredibly helpful and accommodating, ensuring that both my wife and I understood every decision we were making and its impact on our financial future. We highly recommend Birchwood Capital because you’re not just getting a typical CFP; you’re getting a team that genuinely cares about you. p – Louis Haerle
REVIEW #3 – Birchwood Capital has been a great partner. My wife and I began working with Matt and Stephen in mid-2025 after more than 10 years at JPMorgan, and I’ve known Matt for almost 20 years. They’ve given me a lot of confidence and peace of mind. I’ve spent most of my career as an institutional investor and I’ve seen a wide range of approaches to financial planning, often making it challenging to determine what is best for you.
Matt and Stephen bring big-firm experience in wealth management and public market investing, but in a much more personal and attentive setting. They build plans based on sound fundamentals using low-cost index funds rather than complicated strategies that try (and usually fail) to beat the S&P over the long run.
Their approach, combined with a flat-fee model, was really appealing and removes any hidden incentives you often see elsewhere. Lastly, I can always pick up the phone to ask questions or talk through what’s going on in my life (they probably regret that now!). Birchwood has built a great model and I can’t recommend them enough to anyone looking for financial, retirement, and tax planning. – Chris Woltz
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