Finances For Life, LLC
Identity
- Name
- Finances For Life, LLC
- Formatted address
- 5857 Owens Ave #300, Carlsbad, CA 92008, USA
- Phone
- (877) 335-4110
- Website
- https://www.finances4life.com/
- Primary category
- Consultant
- Hours
- Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 8:00 – 11:00 AM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=15027286987472557740&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | yes | 2 | fresh |
|
|
| compensation_model | fee_only | 3 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: Financial Advisor
- finances4life.com https://www.finances4life.com/location.htm self-published
-
categorized_as: FinancialService
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
-
compensation_model: fee-only
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
-
compensation_model: fee-only
- finances4life.com https://www.finances4life.com/location.htm self-published
-
compensation_model: fee-only
- finances4life.com https://www.finances4life.com/ self-published
-
compensation_model: fee-only
- finances4life.com https://www.finances4life.com/sitemap.htm self-published
-
fiduciary_status: fiduciary
- finances4life.com https://www.finances4life.com/sitemap.htm self-published
-
fiduciary_status: fiduciary
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
-
fiduciary_status: fiduciary
- finances4life.com https://www.finances4life.com/ self-published
-
regulatory_registration: registered investment adviser (RIA)
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
-
regulatory_registration: Registered Investment Adviser (RIA)
- finances4life.com https://www.finances4life.com/ self-published
-
services_offered: advisory
- finances4life.com https://www.finances4life.com/sitemap.htm self-published
-
services_offered: comprehensive or modular financial planning, asset protection strategies, and retirement planning
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
-
services_offered: financial planning
- finances4life.com https://www.finances4life.com/Our-Strategic-Resource-Partners.16.htm self-published
-
services_offered: investment management
- finances4life.com https://www.finances4life.com/Our-Strategic-Resource-Partners.16.htm self-published
-
services_offered: investment management
- finances4life.com https://www.finances4life.com/sitemap.htm self-published
-
services_offered: Wealth Management
- finances4life.com https://www.finances4life.com/ self-published
-
years_in_practice: over 20 years
- finances4life.com https://www.finances4life.com/ self-published
-
years_in_practice: over 25 years
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
Performance Claims
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investment_methodology: diversified, long-term buy-and-hold strategies using low-cost institutional shares or ETFs
Self-described; not endorsed.
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
Themed Claims
No themed claims are currently recorded.
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | FINANCES FOR LIFE, LLC, License #166163, CA | https://adviserinfo.sec.gov/firm/summary/166163 | registry_verified |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.finances4life.com/learning_center/calculators/tax_deferred_savings | kept |
|
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| fiduciary_status | fiduciary | https://www.finances4life.com/sitemap.htm | kept |
|
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| services_offered | advisory | https://www.finances4life.com/sitemap.htm | kept |
|
|
| services_offered | investment management | https://www.finances4life.com/sitemap.htm | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.finances4life.com/sitemap.htm | kept |
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| compensation_model | fee-only | https://www.finances4life.com/sitemap.htm | kept |
|
|
| founded_by | 9a0689cf-051e-4163-97fd-432e1f6c0204 | https://www.finances4life.com/WellthFusion.15.htm | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/financial-focus-carlsbad | kept |
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| categorized_as | Investing | https://www.yelp.com/biz/financial-focus-carlsbad | kept |
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|
| investment_methodology | diversified, long-term buy-and-hold strategies using low-cost institutional shares or ETFs | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | kept |
|
|
| regulatory_registration | registered investment adviser (RIA) | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | kept |
|
|
| founded_by | 5c59cd7d-96b2-42fe-bf7a-6c04727420af | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | json_ld_parsed |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | kept |
|
|
| compensation_model | fee-only | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | kept |
|
|
| services_offered | comprehensive or modular financial planning, asset protection strategies, and retirement planning | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | kept |
|
|
| fiduciary_status | fiduciary | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | json_ld_parsed |
|
|
| founded_by | 5c59cd7d-96b2-42fe-bf7a-6c04727420af | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | kept |
|
|
| years_in_practice | over 25 years | https://www.finances4life.com/Frequently-Asked-Questions.8.htm | kept |
|
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| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.financialservicedirectory.com/california/carlsbad/financial-advisor/finances-for-life-llc/connect | kept |
|
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| categorized_as | Financial Advisor | https://www.financialservicedirectory.com/california/carlsbad/financial-advisor/finances-for-life-llc/connect | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/carlsbad/finances-for-166163 | json_ld_parsed |
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| services_offered | Financial planning services, Portfolio management for individuals and/or small businesses | https://indyfin.com/financial-advisor-firm/california/carlsbad/finances-for-166163 | kept |
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|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://indyfin.com/financial-advisor-firm/california/carlsbad/finances-for-166163 | kept |
|
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| regulatory_registration | California | https://indyfin.com/financial-advisor-firm/california/carlsbad/finances-for-166163 | kept |
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| categorized_as | LocalBusiness | https://indyfin.com/financial-advisor-firm/california/carlsbad/finances-for-166163 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 | json_ld_parsed |
|
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| categorized_as | FinancialService | https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 | json_ld_parsed |
|
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| categorized_as | Financial Consulting | https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 | kept |
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| compensation_model | fee-only | https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 | kept |
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| services_offered | holistic financial and wealth planning, retirement planning | https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 | kept |
|
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| reviewed_by | c651ec45-9dad-4301-b5a1-075985a535fb | https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 | kept |
|
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| years_in_practice | over 20 years | https://www.finances4life.com/ | kept |
|
|
| regulatory_registration | Registered Investment Adviser (RIA) | https://www.finances4life.com/ | kept |
|
|
| services_offered | Wealth Management | https://www.finances4life.com/ | kept |
|
|
| fiduciary_status | fiduciary | https://www.finances4life.com/ | kept |
|
|
| compensation_model | fee-only | https://www.finances4life.com/ | kept |
|
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| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.finances4life.com/featured_links.htm | kept |
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| services_offered | financial planning | https://www.finances4life.com/Our-Strategic-Resource-Partners.16.htm | kept |
|
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| services_offered | investment management | https://www.finances4life.com/Our-Strategic-Resource-Partners.16.htm | kept |
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| compensation_model | fee-only | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | kept |
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| fiduciary_status | fiduciary adviser | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | kept |
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| categorized_as | Wealth Management boutique | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | json_ld_parsed |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | kept |
|
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| regulatory_registration | Independent Registered Investment Adviser (RIA) | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | kept |
|
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| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | json_ld_parsed |
|
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| years_in_practice | over 20 years of experience | https://www.mapquest.com/us/california/finances-for-life-llc-366256501 | kept |
|
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| services_offered | Retirement Planning | https://www.yelp.com/biz/finances-for-life-carlsbad | kept |
|
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| fiduciary_status | Fiduciary | https://www.yelp.com/biz/finances-for-life-carlsbad | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.yelp.com/biz/finances-for-life-carlsbad | kept |
|
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| categorized_as | Stock Broker | https://www.yelp.com/biz/finances-for-life-carlsbad | kept |
|
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| categorized_as | Financial Advising | https://www.yelp.com/biz/finances-for-life-carlsbad | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/finances-for-life-carlsbad | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://fin.beautihost.com/california/?agency=finances+for+life+llc+ca | kept |
|
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| categorized_as | Finance industry | https://fin.beautihost.com/california/?agency=finances+for+life+llc+ca | kept |
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| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://rocketreach.co/finances-for-life-llc-competitors_b454ae88fc9c9ac3 | kept |
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|
| categorized_as | Financial Advisor | https://www.finances4life.com/location.htm | kept |
|
|
| compensation_model | fee-only | https://www.finances4life.com/location.htm | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.finances4life.com/location.htm | kept |
|
|
| regulatory_registration | Registered Investment Advisor (RIA) | https://www.lusha.com/business/ec89b0973f1df2c0/ | kept |
|
|
| established_in | a32aff50-2376-4f3f-91e2-bd25b92fd83e | https://www.lusha.com/business/ec89b0973f1df2c0/ | json_ld_parsed |
|
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| compensation_model | fee-only | https://www.lusha.com/business/ec89b0973f1df2c0/ | kept |
|
|
| years_in_practice | over 15 years | https://www.lusha.com/business/ec89b0973f1df2c0/ | kept |
|
|
| services_offered | Wealth Management | https://www.lusha.com/business/ec89b0973f1df2c0/ | kept |
|
Credentials
-
investment_adviser_registration: FINANCES FOR LIFE, LLC, License #166163, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/166163 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/166163 independent
-
investment_adviser_registration: Registered Investment Adviser (RIA)
claimed_unverified
- finances4life.com https://www.finances4life.com/ self-published
Self-asserted.
-
investment_adviser_registration: registered investment adviser (RIA)
claimed_unverified
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
Self-asserted.
What We Do Not Know
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 6
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/166163 independent
- local.yahoo.com https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 independent
- finances4life.com https://www.finances4life.com/ self-published
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
- finances4life.com https://www.finances4life.com/location.htm self-published
- finances4life.com https://www.finances4life.com/Our-Strategic-Resource-Partners.16.htm self-published
- finances4life.com https://www.finances4life.com/sitemap.htm self-published
- lusha.com https://www.lusha.com/business/ec89b0973f1df2c0/ independent
- mapquest.com https://www.mapquest.com/us/california/finances-for-life-llc-366256501 independent
- yelp.com https://www.yelp.com/biz/finances-for-life-carlsbad aggregated
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/166163 independent
- local.yahoo.com https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 independent
- finances4life.com https://www.finances4life.com/ self-published
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
- finances4life.com https://www.finances4life.com/location.htm self-published
- finances4life.com https://www.finances4life.com/Our-Strategic-Resource-Partners.16.htm self-published
- finances4life.com https://www.finances4life.com/sitemap.htm self-published
- lusha.com https://www.lusha.com/business/ec89b0973f1df2c0/ independent
- mapquest.com https://www.mapquest.com/us/california/finances-for-life-llc-366256501 independent
- yelp.com https://www.yelp.com/biz/finances-for-life-carlsbad aggregated
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/166163 independent
- local.yahoo.com https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 independent
- finances4life.com https://www.finances4life.com/ self-published
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
- finances4life.com https://www.finances4life.com/location.htm self-published
- finances4life.com https://www.finances4life.com/Our-Strategic-Resource-Partners.16.htm self-published
- finances4life.com https://www.finances4life.com/sitemap.htm self-published
- lusha.com https://www.lusha.com/business/ec89b0973f1df2c0/ independent
- mapquest.com https://www.mapquest.com/us/california/finances-for-life-llc-366256501 independent
- yelp.com https://www.yelp.com/biz/finances-for-life-carlsbad aggregated
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/166163 independent
- local.yahoo.com https://local.yahoo.com/info-228484178-Finances-for-Life/?p=Finances+for+Life&selectedId=228484178&ei=UTF-8 independent
- finances4life.com https://www.finances4life.com/ self-published
- finances4life.com https://www.finances4life.com/Frequently-Asked-Questions.8.htm self-published
- finances4life.com https://www.finances4life.com/location.htm self-published
- finances4life.com https://www.finances4life.com/Our-Strategic-Resource-Partners.16.htm self-published
- finances4life.com https://www.finances4life.com/sitemap.htm self-published
- lusha.com https://www.lusha.com/business/ec89b0973f1df2c0/ independent
- mapquest.com https://www.mapquest.com/us/california/finances-for-life-llc-366256501 independent
- yelp.com https://www.yelp.com/biz/finances-for-life-carlsbad aggregated