Financial Advisors · profile RIA · registry-verified

WWM Financial

Registered investment adviser · Carlsbad, CA

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

Address
2131 Palomar Airport Rd #330, Carlsbad, CA 92011, USA · View on Google Maps Google Places
Phone
(760) 692-5190 Google Places
Website
wwmfinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • Google4.8 (24)
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
How they're paid Couldn't confirm 1 financestrategists.comIndependent editorial
Service delivery model Self-claimed 0 wwmfinancial.comSelf-published

2 facts·2 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.

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
carlsbad, caweb.carlsbad.orgAggregatedwwmfinancial.comSelf-publishedgetwarmer.comAggregatedorangebook.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published socialrocketreach.coAggregatedfinancestrategists.comIndependent editoriallinkedin.comSelf-published social
Established in
2011financestrategists.comIndependent editorial
Years in practice
experience in the financial services industry dating back to 1983 · dating back to 1983 · five yearswwmfinancial.comSelf-publishedlinkedin.comSelf-published socialweb.carlsbad.orgAggregatedgetwarmer.comAggregated
Registration
WWM FINANCIAL, License #157620, CA · SEC Registered Investment Advisor · registered investment adviser (RIA) · SEC registeredadviserinfo.sec.govIndependent editorialwwmfinancial.comSelf-publishedlinkedin.comSelf-published socialfacebook.comSelf-published sociallinkedin.comSelf-published socialwwmfinancial.comSelf-publishedorangebook.comAggregated
Professional certifications
CFP · Enrolled Agentwwmfinancial.comSelf-publishedwwmfinancial.comSelf-publishedrocketreach.coAggregatedlinkedin.comSelf-published socialgetwarmer.comAggregated
Services
financial planning, wealth management, generational wealth transfers · wealth or retirement planning, education funding, efficient transfer of wealth to the next generation, maintaining a lifestyle in a tax efficient manner, rolling over a 401(k) plan or IRA, assisting with how Social Security and Medicare might interact with a client’s plan · financial planning, investment management · investments and financial planningwwmfinancial.comSelf-publishedweb.carlsbad.orgAggregatedwwmfinancial.comSelf-publishedwwmfinancial.comSelf-publishedwwmfinancial.comSelf-published
Who they work with
high net worth individuals and families · business owners, corporate executives, retirees · business owners, corporate executives, retirees and other individuals and families · wealthy business owners, corporate executiveswwmfinancial.comSelf-publishedorangebook.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published socialweb.carlsbad.orgAggregatedwwmfinancial.comSelf-published
How they're paid
fee-onlyfinancestrategists.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.

With experience in the financial services industry dating back to 1983, WWM Financial knows what it takes to get through the many minefields of financial planning, wealth management and generational wealth transfers.
wwmfinancial.com Self-published · web.carlsbad.orgAggregated
WWM Financial | 2131 Palomar Airport Rd, Ste. 330, Carlsbad, CA, 92011
web.carlsbad.org Aggregated ·
WWM Financial is an independent financial advisory firm that provides financial planning solutions for high net worth individuals.
tracxn.com Aggregated ·
We were proud to recognize the following 2025 Volunteer Recognition Award winners: Committee Member of the Year · Aging Services – Liam Dunfey, Assisting Hands of Carlsbad · Ambassador Committee – Pam Lewko, Project Blue · Business Resource Committee – Bennett Mann, The Chase Group · Carlsbad Young Professionals – Erin Hardin, Agua Hedionda Lagoon Foundation · Education Committee – Christy Kay, Olivenhain Pioneer Elementary School · Government Affairs – Catherine Magaña, WWM Financial
carlsbad.org Independent editorial ·
WWM Financial is an SEC Registered Investment Advisor
linkedin.com Self-published social · facebook.comSelf-published sociallinkedin.comSelf-published social
Rachel Ivanovich is a financial advisor at WWM Financial with five years of industry experience.
getwarmer.com Aggregated ·
we developed a simple retirement planning roadmap which enables clients to make good financial decisions on their way to a low-stress retirement.
nextdoor.com Aggregated ·
providing financial planning solutions for high net worth individuals and families.
orangebook.com Aggregated · rocketreach.coAggregated
06
Every source, every date

Where every fact comes from

We read 86 mentions across the web and boiled them down to 52 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 52 confirmed facts · 86 mentions read
Fact Value Source Source date How we checked
Accolade 2025 volunteer recognition award: committee member of the year - government affairs (catherine magana) carlsbad.orgIndependent editorial Verified
Category Banks & Credit Unions yelp.comAggregated Verified
Category financial advisor · 2 sources getwarmer.comAggregatednextdoor.comAggregated Verified
Category financial advisory firm tracxn.comAggregated Verified
Category Financial Planner facebook.comSelf-published social Verified
Category Financial Planning Consultants orangebook.comAggregated Verified
Category Financial service getwarmer.comAggregated From page metadata
Category Financial Services · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category independent financial advisory firm · 2 sources wwmfinancial.comSelf-publishedlinkedin.comSelf-published social Verified
Established in 2011 financestrategists.comIndependent editorial Verified
Founded by catherine wwmfinancial.comSelf-published Verified
How they're paid fee-only financestrategists.comIndependent editorial Verified
Main location ca · 4 sources getwarmer.comAggregatednextdoor.comAggregatedorangebook.comAggregatedlinkedin.comSelf-published social From page metadata
Main location carlsbad, ca · 9 sources web.carlsbad.orgAggregatedwwmfinancial.comSelf-publishedgetwarmer.comAggregatedorangebook.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published socialrocketreach.coAggregatedfinancestrategists.comIndependent editoriallinkedin.comSelf-published social Verified
Main location nm yelp.comAggregated Verified
Main location us · 5 sources tracxn.comAggregatedgetwarmer.comAggregatednextdoor.comAggregatedorangebook.comAggregatedlinkedin.comSelf-published social From page metadata
Professional certifications CFP · 4 sources wwmfinancial.comSelf-publishedwwmfinancial.comSelf-publishedrocketreach.coAggregatedlinkedin.comSelf-published social Verified
Professional certifications Enrolled Agent getwarmer.comAggregated Corrected
Registration Registered Investment Adviser rocketreach.coAggregated Verified
Registration registered investment adviser (RIA) wwmfinancial.comSelf-published Verified
Registration registered investment advisory firm financestrategists.comIndependent editorial Verified
Registration SEC registered orangebook.comAggregated Verified
Registration SEC Registered Investment Advisor · 4 sources wwmfinancial.comSelf-publishedlinkedin.comSelf-published socialfacebook.comSelf-published sociallinkedin.comSelf-published social Verified
Registration WWM FINANCIAL, License #157620, CA adviserinfo.sec.govIndependent editorial Not dated Registry-verified
Service delivery model hybrid wwmfinancial.comSelf-published Verified
Services asset management, financial planning, and consulting services getwarmer.comAggregated Verified
Services asset management, financial planning, estate planning and business services · 2 sources wwmfinancial.comSelf-publishedzoominfo.comAggregated Verified
Services asset management, financial planning, estate planning, business services wwmfinancial.comSelf-published Verified
Services Asset management, liability management, protective strategies, and legacy planning wwmfinancial.comSelf-published Verified
Services financial planning wwmfinancial.comSelf-published Verified
Services financial planning solutions · 2 sources tracxn.comAggregatedorangebook.comAggregated Verified
Services financial planning, investment management wwmfinancial.comSelf-published Verified
Services financial planning, portfolio management for individuals and small businesses, selection of other advisors, educational seminars and workshops financestrategists.comIndependent editorial Verified
Services financial planning, wealth management, generational wealth transfers wwmfinancial.comSelf-published Verified
Services financial planning, wealth management, retirement planning, education funding, transfer of wealth, tax efficient lifestyle maintenance, 401(k) or IRA rollovers rocketreach.coAggregated Verified
Services Gifting Strategies, Wills and Trusts, Powers of Attorney, Life Insurance, Annuities, Estate Tax Planning, Generational Transfers, and Business Succession Plans wwmfinancial.comSelf-published Verified
Services investments and financial planning · 2 sources wwmfinancial.comSelf-publishedwwmfinancial.comSelf-published Verified
Services investments and strategic planning facebook.comSelf-published social Verified
Services Life Insurance, Long term Care Insurance, Annuities, Buy-Sell Agreements, Key-Person Planning, Disability Strategies, and Retirement Planning wwmfinancial.comSelf-published Verified
Services retirement planning · 2 sources wwmfinancial.comSelf-publishednextdoor.comAggregated Verified
Services wealth or retirement planning, education funding, efficient transfer of wealth to the next generation, maintaining a lifestyle in a tax efficient manner, rolling over a 401(k) plan or IRA, assisting with how Social Security and Medicare might interact with a client’s plan · 2 sources wwmfinancial.comSelf-publishedweb.carlsbad.orgAggregated Verified
Who they work with business owners, corporate executives, retirees wwmfinancial.comSelf-published Verified
Who they work with business owners, corporate executives, retirees and other individuals and families web.carlsbad.orgAggregated Verified
Who they work with high net worth individuals tracxn.comAggregated Verified
Who they work with high net worth individuals and families · 4 sources wwmfinancial.comSelf-publishedorangebook.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published social Verified
Who they work with individuals, high net worth individuals, pension or profit sharing plans, and other types of corporations financestrategists.comIndependent editorial Verified
Who they work with individuals, high-net-worth clients, trusts, retirement plans, and business entities getwarmer.comAggregated Verified
Who they work with wealthy business owners and corporate executives · 2 sources wwmfinancial.comSelf-publishedzoominfo.comAggregated Verified
Who they work with wealthy business owners, corporate executives wwmfinancial.comSelf-published Verified
Years in practice dating back to 1983 web.carlsbad.orgAggregated Verified
Years in practice experience in the financial services industry dating back to 1983 · 2 sources wwmfinancial.comSelf-publishedlinkedin.comSelf-published social Verified
Years in practice five years getwarmer.comAggregated Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·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

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 statusNothing public to confirm this Nothing public to confirm this
  • — 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 modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
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
86 → 52
Aggregated Self-published Independent editorial

Sources consulted

Profile · wwm-financial-7decc3319e94460cb32fc4738b0b7446 Category · Financial Advisors Published by Authoria