Carlsbad, CA Office

Robin Gattinella is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson, Gattinella worked at Caffe Vacanza for eight years and volunteered at St. John's School for nine years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Christopher Omel is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Heather Mattlin is a Series 66 registered advisor with D.A. Davidson & Co., based in Carlsbad, CA. She has approximately two years of experience in financial services, having previously worked at KW Commercial and Keller Williams Real Estate. Her background also includes six years as a homemaker. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

John Vreeburg is a CFP® with 36 years of industry experience and has been with D.A. Davidson & Co. since 2014. He is based in Carlsbad, CA. Outside of his advisory role, he is associated with a family-owned real estate corporation in Encinitas, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing qualitative and quantitative analysis in its investment approach.

Klindt Ginsberg is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 66 credentials and offering 33 years of industry experience. He has been with D.A. Davidson since 2013. Ginsberg occasionally refers clients to his wife, a residential real estate agent. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm follows fiduciary standards and offers services such as ERISA plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Brian Buehring is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with D.A. Davidson since 2017 and previously worked at Nuveen Securities, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Daphne Martin is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory role, she serves as a board member and treasurer for the Texas Exes Los Angeles Chapter, a nonprofit scholarship foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Linda Smith is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she serves as a notary public in Carlsbad, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, emphasizing fiduciary standards and employing both qualitative and quantitative analyses.

Kelly Ginsberg is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including SA Stone Wealth Management Inc. and Quest Capital Strategies, Inc. Outside of his advisory role, he is involved with San Diego Residential Solutions SRS Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis.