Financial Advisors · profile RIA · registry-verified

Finances For Life, LLC

Registered investment adviser · Carlsbad, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
5857 Owens Ave #300, Carlsbad, CA 92008, USA · View on Google Maps Google Places
Phone
(877) 335-4110 Google Places
Website
www.finances4life.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (1)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Only on listings 0 finances4life.comSelf-published mapquest.comAggregated yelp.comAggregated
How they're paid Only on listings 0 finances4life.comSelf-published local.yahoo.comAggregated lusha.comAggregated mapquest.comAggregated

2 facts·6 sources·0 contested·2 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
carlsbad, cafinances4life.comSelf-publishedfinances4life.comSelf-publishedfinancialservicedirectory.comIndependent editorialindyfin.comAggregatedlocal.yahoo.comAggregatedfinances4life.comSelf-publishedmapquest.comAggregatedyelp.comAggregatedfin.beautihost.comAggregatedrocketreach.coAggregatedfinances4life.comSelf-published
Established in
2005lusha.comAggregated
Years in practice
over 15 years · over 25 years · over 20 years · over 20 years of experiencelusha.comAggregatedfinances4life.comSelf-publishedfinances4life.comSelf-publishedmapquest.comAggregated
Registration
FINANCES FOR LIFE, LLC, License #166163, CA · Registered Investment Advisor (RIA) · registered investment adviser (RIA) · Californiaadviserinfo.sec.govIndependent editoriallusha.comAggregatedfinances4life.comSelf-publishedfinances4life.comSelf-publishedindyfin.comAggregated
Services
Wealth Management · advisory · investment management · comprehensive or modular financial planning, asset protection strategies, and retirement planninglusha.comAggregatedfinances4life.comSelf-publishedfinances4life.comSelf-publishedfinances4life.comSelf-publishedfinances4life.comSelf-published
How they invest
diversified, long-term buy-and-hold strategies using low-cost institutional shares or ETFsfinances4life.comSelf-published
How they're paid
fee-onlylusha.comAggregatedfinances4life.comSelf-publishedfinances4life.comSelf-publishedlocal.yahoo.comAggregatedfinances4life.comSelf-publishedmapquest.comAggregatedfinances4life.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Finances for Life, LLC is a fee-only woman-owned Registered Investment Advisor (RIA)
lusha.com Aggregated ·
Finances for Life, LLC · 5857 Owens Avenue, Suite 300, Carlsbad, CA 92008
finances4life.com Self-published ·
Send a direct message to Finances For Life LLC, Financial Advisor in Carlsbad, California through Financial Service Directory
financialservicedirectory.com Independent editorial ·
Services · Financial planning services · Portfolio management for individuals and/or small businesses
indyfin.com Aggregated ·
Fee-only holistic financial and wealth planning in San Diego and North County.
local.yahoo.com Aggregated ·
Finances for Life is a fee-only woman-owned Independent Registered Investment Adviser (RIA) and Wealth Management boutique located in Carlsbad, CA.
mapquest.com Aggregated ·
Retirement Planning · Fiduciary · Stock Broker
yelp.com Aggregated ·
Address: 🏡 5857 Owens Ave #300, Carlsbad, CA 92008
fin.beautihost.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 68 mentions across the web and boiled them down to 37 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 37 confirmed facts · 68 mentions read
Fact Value Source Source date How we checked
Category Finance industry fin.beautihost.comAggregated Verified
Category Financial Advising yelp.comAggregated Verified
Category Financial Advisor · 2 sources financialservicedirectory.comIndependent editorialfinances4life.comSelf-published Verified
Category Financial Consulting local.yahoo.comAggregated Verified
Category Financial service · 2 sources finances4life.comSelf-publishedlocal.yahoo.comAggregated From page metadata
Category Financial Services · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category Investing yelp.comAggregated Verified
Category Stock Broker yelp.comAggregated Verified
Category Wealth Management boutique mapquest.comAggregated Verified
Established in 2005 lusha.comAggregated From page metadata
Fiduciary status fiduciary · 4 sources finances4life.comSelf-publishedfinances4life.comSelf-publishedfinances4life.comSelf-publishedyelp.comAggregated Verified
Fiduciary status fiduciary adviser mapquest.comAggregated Verified
Founded by lucille finances4life.comSelf-published Verified
Founded by lucille m. shaw · 2 mentions finances4life.comSelf-published From page metadata
How they invest diversified, long-term buy-and-hold strategies using low-cost institutional shares or ETFs finances4life.comSelf-published Verified
How they're paid fee-only · 7 sources lusha.comAggregatedfinances4life.comSelf-publishedfinances4life.comSelf-publishedlocal.yahoo.comAggregatedfinances4life.comSelf-publishedmapquest.comAggregatedfinances4life.comSelf-published Verified
Main location ca · 5 sources finances4life.comSelf-publishedfinances4life.comSelf-publishedindyfin.comAggregatedlocal.yahoo.comAggregatedmapquest.comAggregated Verified
Main location carlsbad, ca · 11 sources finances4life.comSelf-publishedfinances4life.comSelf-publishedfinancialservicedirectory.comIndependent editorialindyfin.comAggregatedlocal.yahoo.comAggregatedfinances4life.comSelf-publishedmapquest.comAggregatedyelp.comAggregatedfin.beautihost.comAggregatedrocketreach.coAggregatedfinances4life.comSelf-published Verified
Main location us · 2 sources finances4life.comSelf-publishedmapquest.comAggregated From page metadata
Registration California indyfin.comAggregated Verified
Registration FINANCES FOR LIFE, LLC, License #166163, CA adviserinfo.sec.govIndependent editorial Not dated Registry-verified
Registration Independent Registered Investment Adviser (RIA) mapquest.comAggregated Verified
Registration registered investment adviser (RIA) · 2 sources finances4life.comSelf-publishedfinances4life.comSelf-published Verified
Registration Registered Investment Advisor (RIA) lusha.comAggregated Verified
Reviewed by yelp local.yahoo.comAggregated Verified
Services advisory finances4life.comSelf-published Verified
Services comprehensive or modular financial planning, asset protection strategies, and retirement planning finances4life.comSelf-published Verified
Services financial planning finances4life.comSelf-published Verified
Services Financial planning services, Portfolio management for individuals and/or small businesses indyfin.comAggregated Verified
Services holistic financial and wealth planning, retirement planning local.yahoo.comAggregated Verified
Services investment management · 2 sources finances4life.comSelf-publishedfinances4life.comSelf-published Verified
Services Retirement Planning yelp.comAggregated Verified
Services Wealth Management · 2 sources lusha.comAggregatedfinances4life.comSelf-published Verified
Years in practice over 15 years lusha.comAggregated Verified
Years in practice over 20 years finances4life.comSelf-published Verified
Years in practice over 20 years of experience mapquest.comAggregated Verified
Years in practice over 25 years finances4life.comSelf-published Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry

Self-asserted

1 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusOnly on a listing site Only on a listing site
  • — How they're paidOnly on a listing site Only on a listing site
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
6
Data refreshed
Compiled
Mentions → facts
68 → 37
Aggregated Self-published Independent editorial

Sources consulted

Profile · finances-for-life-llc-0bf6fcf75e134200955e5812629437b4 Category · Financial Advisors Published by Authoria