Primerica

Finances for Life is a fee-only woman-owned Independent Registered Investment Adviser (RIA) and Wealth Management boutique located in Carlsbad, CA. With over 20 years of experience, they have successfully served San Diego County and Southern California. Their mission is to integrate their clients' lives and finances, offering expert advice with transparent fees. As a fiduciary adviser, their clients' interests always come first, and they provide a client-focused and life-centered approach to help clients achieve their financial goals. Finances for Life offers three essential tools to help clients take advantage of investment opportunities: clarity, focus, and direction. They aim to provide a clear understanding of clients' challenges and financial goals, help craft and implement a well-defined roadmap to overcome barriers to financial success, and offer unbiased advice to adjust the roadmap when needs change. Their ultimate goal is to help clients get from where they are to where they want to be, focusing on their success in achieving their goals rather than just monetary gains.Generated from the website

Helvetica Group, based in Carlsbad, CA, is a distinguished investment firm that specializes in alternative real estate assets, targeting opportunities created by market inefficiencies and dislocations. The company employs innovative financing strategies and provides advisory services to sponsors, banks, and investors in the management of distressed commercial and residential properties. With a focus on maximizing returns through collaborative investment approaches, Helvetica Group also offers a range of services, including debt and equity financing, property due diligence, and private money lending. Their dedicated team fosters partnerships that enhance financing solutions and promote successful real estate transactions. Generated from the website