Top multi-generational wealth transfer financial advisors in Carlsbad, CA

Edward Creed is a financial advisor at Ameriprise with 37 years of industry experience. He has held roles within Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm integrates proprietary research and algorithmic tools with a selective investment approach influenced by its affiliated product ecosystem.

Andrew Sontag is a CFP® with 20 years of industry experience, currently serving as an advisor at Carlsbad Wealth Advisory Group, Inc. since 2008. He holds a Series 66 designation and works out of Carlsbad, CA. Carlsbad Wealth Advisory Group offers discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth households, trusts, foundations, and charitable organizations. The firm’s investment approach centers on asset allocation using primarily exchange-traded funds (ETFs), focusing on low expense ratios, internal diversification, and liquidity, while managing all client assets in-house.

John Steccato is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has prior work experience with Axa and in education, including San Diego State University and Carlsbad High School. Outside of his advisory role, he is involved in a fixed business activity unrelated to investments. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration as an SEC-registered investment adviser and broker-dealer.

Michael Sorenson is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at The Wealth Advisors from 2013 to 2020. Outside of financial advising, he sponsors an educational website dedicated to the art of his late brother, Don Sorenson, whose paintings are sold through an independent gallery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research, and various investment strategies to meet diverse client needs.

Todd Blackburn is a financial advisor with Integrated Advisors Network LLC in Carlsbad, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior roles include positions at Madison Avenue Securities, Vintage West Capital Management, and Mutual Securities. Blackburn also manages The Burns-Blackburn Group, an insurance agency providing various life insurance and annuity products. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and frequently uses third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.