Financial Advisors · profile RIA · registry-verified

Lifetime Financial Advisors, Inc.

Registered investment adviser · Encinitas, CA

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

Address
2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, USA · View on Google Maps Google Places
Phone
(760) 943-0430 Google Places
Website
www.lfa-inc.com Google Places
Category
Financial Advisors
Directory ratings
  • expertise.com4.56 (9)
  • 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 Self-claimed 0 lfa-inc.comSelf-published

1 fact·1 source·0 contested·1 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.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

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

·
At a glance

Key facts

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

Main location
encinitas, calinkedin.comSelf-published socialbuzzfile.comAggregatedzoominfo.comAggregatedapp.getwarmer.comAggregatedindyfin.comAggregatedlfa-inc.comSelf-publishedlocal.yahoo.comAggregatedbizprofile.netAggregatedsuperpages.comAggregatedreviews.birdeye.comAggregatedlfa-inc.comSelf-publishedseniorfinanceadvisor.comAggregatedleadiq.comAggregatedrocketreach.coAggregatedlfa-inc.comSelf-publishedlinkedin.comSelf-published social
Established in
1980expertise.comAggregatedleadiq.comAggregatedlfa-inc.comSelf-published
Years in practice
over four decades · 45 years · more than four decades · over forty yearszoominfo.comAggregatedzoominfo.comAggregatedbizprofile.netAggregatedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedyelp.comAggregated
Registration
LIFETIME FINANCIAL ADVISORS INC, License #138418, CA · registered representative · registered investment advisory firm · Registered Investment Advisoradviserinfo.sec.govIndependent editoriallinkedin.comSelf-published socialapp.getwarmer.comAggregatedseniorfinanceadvisor.comAggregatedlocal.yahoo.comAggregatedleadiq.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published socialyelp.comAggregated
Professional certifications
CFP · CFP, RICPexpertise.comAggregatedlfa-inc.comSelf-publishedlinkedin.comSelf-published socialyelp.comAggregatedlfa-inc.comSelf-published
Services
wealth management, financial planning, retirement planning, investment planning · wealth management, financial planning, retirement planning, and investment planning · comprehensive financial planning · wealth management, investment advice, insurance productszoominfo.comAggregatedzoominfo.comAggregatedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedfacebook.comSelf-published sociallfa-inc.comSelf-published
Who they work with
professionals and families · working professionals, pre-retirees, retirees, business owners, entrepreneurs, and their families · individuals, families, and business owners · high-net-worth families, foundations and endowments, and institutionszoominfo.comAggregatedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedfrontend-alb-407791000.us-east-2.elb.amazonaws.comIndependent editorial
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.

Brian Field is a registered representative with, and securities offered through LPL…
linkedin.com Self-published social ·
Lifetime Financial Advisors has been providing comprehensive financial planning services to clients in Carlsbad and the surrounding areas since 1980.
expertise.com Aggregated ·
Lpl Financial, which also operates under the name Life Time Financial Advisors, is located in Encinitas, California.
buzzfile.com Aggregated ·
Lifetime Financial Advisors has been assisting professionals and families in achieving their financial goals for over four decades.
zoominfo.com Aggregated · zoominfo.comAggregated
Financial Planners with Brains + Heart
lifetimefinancial.com Independent editorial ·
Lifetime Financial Advisors Inc, a registered investment advisory firm in Encinitas, CA.
app.getwarmer.com Aggregated ·
While financial success is strongly underpinned by sound investments, we have always recognized that what matters to you most—health and family—must be included in a well-defined and comprehensive financial plan.
lfa-inc.com Self-published ·
Financial planning offered through Lifetime Financial Advisors, Inc., a Registered Investment Advisor and separate entity.
local.yahoo.com Aggregated · leadiq.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published socialyelp.comAggregated
06
Every source, every date

Where every fact comes from

We read 112 mentions across the web and boiled them down to 50 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 50 confirmed facts · 112 mentions read
Fact Value Source Source date How we checked
Category Department Store walmart.comAggregated Verified
Category Financial Advising reviews.birdeye.comAggregated Verified
Category Financial Advisor lfa-inc.comSelf-published Verified
Category Financial Consultant buzzfile.comAggregated Verified
Category Financial Planner facebook.comSelf-published social Verified
Category Financial Planners lifetimefinancial.comIndependent editorial Verified
Category Financial service · 6 sources · 7 mentions lfa-inc.comSelf-publishedlfa-inc.comSelf-publishedlocal.yahoo.comAggregatedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedlfa-inc.comSelf-published Verified
Category Financial Service local.yahoo.comAggregated Verified
Category FINANCIAL SERVICES · 2 sources bizprofile.netAggregatedleadiq.comAggregated Verified
Category http://schema.org/LocalBusiness superpages.comAggregated From page metadata
Category Investment Advisory Service superpages.comAggregated Verified
Category investment management firm frontend-alb-407791000.us-east-2.elb.amazonaws.comIndependent editorial Verified
Category registered investment advisory firm app.getwarmer.comAggregated Verified
Established in 1980 · 3 sources expertise.comAggregatedleadiq.comAggregatedlfa-inc.comSelf-published Verified
Fiduciary status fiduciary lfa-inc.comSelf-published Verified
Founded by lou oberman · 2 sources lfa-inc.comSelf-publishedyelp.comAggregated Verified
Has review count 9 expertise.comAggregated From page metadata
Main location ca · 13 sources · 15 mentions expertise.comAggregatedindyfin.comAggregatedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedlocal.yahoo.comAggregatedsuperpages.comAggregatedmoney.usnews.comIndependent editorialreviews.birdeye.comAggregatedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedlinkedin.comSelf-published socialmapquest.comAggregated From page metadata
Main location encinitas, ca · 16 sources linkedin.comSelf-published socialbuzzfile.comAggregatedzoominfo.comAggregatedapp.getwarmer.comAggregatedindyfin.comAggregatedlfa-inc.comSelf-publishedlocal.yahoo.comAggregatedbizprofile.netAggregatedsuperpages.comAggregatedreviews.birdeye.comAggregatedlfa-inc.comSelf-publishedseniorfinanceadvisor.comAggregatedleadiq.comAggregatedrocketreach.coAggregatedlfa-inc.comSelf-publishedlinkedin.comSelf-published social Verified
Main location heath, tx lfa-inc.comSelf-published Verified
Main location us · 10 sources expertise.comAggregatedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedsuperpages.comAggregatedreviews.birdeye.comAggregatedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedlfa-inc.comSelf-publishedlinkedin.comSelf-published socialmapquest.comAggregated From page metadata
Professional certifications CFP · 4 sources expertise.comAggregatedlfa-inc.comSelf-publishedlinkedin.comSelf-published socialyelp.comAggregated Verified
Professional certifications CFP, RICP lfa-inc.comSelf-published Verified
Rating 4.56 expertise.comAggregated From page metadata
Registration LIFETIME FINANCIAL ADVISORS INC, License #138418, CA adviserinfo.sec.govIndependent editorial Not dated Registry-verified
Registration Registered Investment Advisor · 5 sources local.yahoo.comAggregatedleadiq.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published socialyelp.comAggregated Verified
Registration Registered Investment Advisor (RIA) lfa-inc.comSelf-published Verified
Registration registered investment advisory firm · 2 sources app.getwarmer.comAggregatedseniorfinanceadvisor.comAggregated Verified
Registration registered representative linkedin.comSelf-published social Verified
Reviewed by yelp local.yahoo.comAggregated Verified
Services comprehensive financial planning · 3 sources lfa-inc.comSelf-publishedlfa-inc.comSelf-publishedfacebook.comSelf-published social Verified
Services comprehensive financial planning and wealth management services · 2 sources lfa-inc.comSelf-publishedyelp.comAggregated Verified
Services comprehensive financial planning, wealth management services · 2 sources leadiq.comAggregatedlinkedin.comSelf-published social Verified
Services Fiduciary Services, Retirement Planning, Stock Brokers, Enrolled Agent, Wealth Management, Estate Planning Law yelp.comAggregated Verified
Services Financial Consulting, Financial Planning & Asset Protection local.yahoo.comAggregated Verified
Services financial planning services seniorfinanceadvisor.comAggregated Verified
Services Financial planning, Retirement Planning, Investment Management, Estate Planning, Tax Planning, College Planning rocketreach.coAggregated Verified
Services multi-family office Institutional Services services frontend-alb-407791000.us-east-2.elb.amazonaws.comIndependent editorial Verified
Services wealth management, financial planning lfa-inc.comSelf-published Verified
Services wealth management, financial planning, retirement planning, and investment planning zoominfo.comAggregated Verified
Services wealth management, financial planning, retirement planning, investment planning zoominfo.comAggregated Verified
Services wealth management, investment advice, insurance products lfa-inc.comSelf-published Verified
Who they work with high-net-worth families, foundations and endowments, and institutions frontend-alb-407791000.us-east-2.elb.amazonaws.comIndependent editorial Verified
Who they work with individuals, families, and business owners lfa-inc.comSelf-published Verified
Who they work with professionals and families zoominfo.comAggregated Verified
Who they work with working professionals, pre-retirees, retirees, business owners, entrepreneurs, and their families lfa-inc.comSelf-published Verified
Years in practice 45 years bizprofile.netAggregated Verified
Years in practice more than four decades lfa-inc.comSelf-published Verified
Years in practice over forty years · 2 sources lfa-inc.comSelf-publishedyelp.comAggregated Verified
Years in practice over four decades · 2 sources zoominfo.comAggregatedzoominfo.comAggregated 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

3 · from the firm's own materials · unverified
Investment adviser registration Registered Investment Adviser
Self-asserted · unverified
Source: lfa-inc.com

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 statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — 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
9
Data refreshed
Compiled
Mentions → facts
112 → 50
Aggregated Self-published Independent editorial

Sources consulted

Profile · lifetime-financial-advisors-inc-948fbc2ba66f4cd284c8ea2ee2dd4748 Category · Financial Advisors Published by Authoria