Carmel Capital Partners
Financial ServicesCalifornia, United States11-50 Employees
Carmel Capital Partners operates in the financial services sector, providing tax-conscious investment management and estate planning services for families. The firm aims to coordinate these wealth-management activities with a client’s professional network to support long-term wealth strategies. Based in San Diego, California, the company serves clients through a small to mid-sized team, emphasizing coordinated planning that integrates investment decisions with estate considerations. The organization positions itself as a registered investment adviser offering advisory services, with a focus on professional collaboration and personalized, family-centered financial guidance.
1-888-653-2347 
support@leadiq.com 
