The Financial Team, Inc. Email Format
Financial ServicesCalifornia, United States2-10 Employees
The Financial Team, Inc. is a California-based financial services firm that provides client-centric planning and advisory services. Founded in 1996, it operates as a California Registered Investment Adviser with an independent structure intended to support objectivity and tailored solutions across tax planning, retirement planning, cash flow management, risk management, investments, estate planning, real estate portfolios and mortgages, and college planning. The firm serves individuals and business owners, offering high-touch planning and a spectrum of service options, including possibilities for ongoing private CFO and family office advisory without minimums tied to net worth or business size. Located in Carlsbad, the company emphasizes a boutique environment and a collaborative approach among technical tax, real estate, and financial planning expertise to address complex financial concerns one client at a time.