WWM Financial
Identity
- Name
- WWM Financial
- Formatted address
- 2131 Palomar Airport Rd #330, Carlsbad, CA 92011, USA
- Phone
- (760) 692-5190
- Website
- http://wwmfinancial.com/
- Primary category
- Consultant
- Hours
- Monday: 7:00 AM – 4:00 PM Tuesday: 7:00 AM – 4:00 PM Wednesday: 7:00 AM – 4:00 PM Thursday: 7:00 AM – 4:00 PM Friday: 7:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=18181954897774454541&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| compensation_model | not-established | 1 | fresh |
|
|
| service_delivery_model | not-established | 0 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: independent financial advisory firm
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
-
client_specializations: business owners, corporate executives, retirees
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
-
client_specializations: high net worth individuals and families
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
-
client_specializations: wealthy business owners and corporate executives
- wwmfinancial.com https://wwmfinancial.com/page/2/?et_blog= self-published
-
client_specializations: wealthy business owners, corporate executives
- wwmfinancial.com https://wwmfinancial.com/ self-published
-
professional_certifications: CFP
- wwmfinancial.com https://wwmfinancial.com/contact-2/ self-published
-
professional_certifications: CFP
- wwmfinancial.com https://wwmfinancial.com/meet-our-team/ self-published
-
regulatory_registration: registered investment adviser (RIA)
- wwmfinancial.com https://wwmfinancial.com/services/ self-published
-
regulatory_registration: SEC Registered Investment Advisor
- wwmfinancial.com https://wwmfinancial.com/disclaimers/ self-published
-
service_delivery_model: hybrid
- wwmfinancial.com https://wwmfinancial.com/consultation/ self-published
-
services_offered: asset management, financial planning, estate planning and business services
- wwmfinancial.com https://wwmfinancial.com/page/2/?et_blog= self-published
-
services_offered: asset management, financial planning, estate planning, business services
- wwmfinancial.com https://wwmfinancial.com/ self-published
-
services_offered: Asset management, liability management, protective strategies, and legacy planning
- wwmfinancial.com https://wwmfinancial.com/our-process/ self-published
-
services_offered: financial planning, investment management
- wwmfinancial.com https://wwmfinancial.com/contact-2/ self-published
-
services_offered: financial planning, wealth management, generational wealth transfers
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
-
services_offered: financial planning
- wwmfinancial.com https://wwmfinancial.com/tag/investment-planning/ self-published
-
services_offered: Gifting Strategies, Wills and Trusts, Powers of Attorney, Life Insurance, Annuities, Estate Tax Planning, Generational Transfers, and Business Succession Plans
- wwmfinancial.com https://wwmfinancial.com/our-process/ self-published
-
services_offered: investments and financial planning
- wwmfinancial.com https://wwmfinancial.com/services/ self-published
-
services_offered: investments and financial planning
- wwmfinancial.com https://wwmfinancial.com/meet-our-team/ self-published
-
services_offered: Life Insurance, Long term Care Insurance, Annuities, Buy-Sell Agreements, Key-Person Planning, Disability Strategies, and Retirement Planning
- wwmfinancial.com https://wwmfinancial.com/our-process/ self-published
-
services_offered: retirement planning
- wwmfinancial.com https://wwmfinancial.com/tag/investment-planning/ self-published
-
services_offered: 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
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
-
years_in_practice: experience in the financial services industry dating back to 1983
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
-
client specializations: high net worth individual and family
Citation count: 3
- linkedin.com https://www.linkedin.com/company/wwm-financial independent
- orangebook.com https://www.orangebook.com/biz/8459/wwm-financial independent
- rocketreach.co https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef independent
-
professional certifications: cfp
Citation count: 2
- linkedin.com https://www.linkedin.com/company/wwm-financial independent
- rocketreach.co https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef independent
-
regulatory registration: sec registered investment advisor
Citation count: 2
- facebook.com https://www.facebook.com/wwmfinancial/ independent
- linkedin.com https://www.linkedin.com/company/wwm-financial independent
-
services offered: financial plan solution
Citation count: 2
- orangebook.com https://www.orangebook.com/biz/8459/wwm-financial independent
- tracxn.com https://tracxn.com/d/companies/wwm-financial/__QYO3kxSqCrMHAv_xR98vkXAFnZDlbfiMrzaAM2jvlcE independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | WWM FINANCIAL, License #157620, CA | https://adviserinfo.sec.gov/firm/summary/157620 | registry_verified |
|
|
| regulatory_registration | SEC Registered Investment Advisor | https://www.linkedin.com/in/greg-carroll-4aab6211/ | kept |
|
|
| years_in_practice | five years | https://www.getwarmer.com/advisors/rachel-ivanovich | kept |
|
|
| categorized_as | financial advisor | https://www.getwarmer.com/advisors/rachel-ivanovich | kept |
|
|
| professional_certifications | Enrolled Agent | https://www.getwarmer.com/advisors/rachel-ivanovich | fixed |
|
|
| categorized_as | FinancialService | https://www.getwarmer.com/advisors/rachel-ivanovich | json_ld_parsed |
|
|
| services_offered | asset management, financial planning, and consulting services | https://www.getwarmer.com/advisors/rachel-ivanovich | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.getwarmer.com/advisors/rachel-ivanovich | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.getwarmer.com/advisors/rachel-ivanovich | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.getwarmer.com/advisors/rachel-ivanovich | json_ld_parsed |
|
|
| client_specializations | individuals, high-net-worth clients, trusts, retirement plans, and business entities | https://www.getwarmer.com/advisors/rachel-ivanovich | kept |
|
|
| services_offered | financial planning, wealth management, generational wealth transfers | http://wwmfinancial.com/about-us-2/ | kept |
|
|
| client_specializations | high net worth individuals and families | http://wwmfinancial.com/about-us-2/ | kept |
|
|
| categorized_as | independent financial advisory firm | http://wwmfinancial.com/about-us-2/ | kept |
|
|
| client_specializations | business owners, corporate executives, retirees | http://wwmfinancial.com/about-us-2/ | kept |
|
|
| services_offered | 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 | http://wwmfinancial.com/about-us-2/ | kept |
|
|
| years_in_practice | experience in the financial services industry dating back to 1983 | http://wwmfinancial.com/about-us-2/ | kept |
|
|
| service_delivery_model | hybrid | https://wwmfinancial.com/consultation/ | kept |
|
|
| professional_certifications | CFP | https://wwmfinancial.com/contact-2/ | kept |
|
|
| services_offered | financial planning, investment management | https://wwmfinancial.com/contact-2/ | kept |
|
|
| regulatory_registration | SEC Registered Investment Advisor | https://wwmfinancial.com/disclaimers/ | kept |
|
|
| services_offered | Gifting Strategies, Wills and Trusts, Powers of Attorney, Life Insurance, Annuities, Estate Tax Planning, Generational Transfers, and Business Succession Plans | https://wwmfinancial.com/our-process/ | kept |
|
|
| services_offered | Asset management, liability management, protective strategies, and legacy planning | https://wwmfinancial.com/our-process/ | kept |
|
|
| services_offered | Life Insurance, Long term Care Insurance, Annuities, Buy-Sell Agreements, Key-Person Planning, Disability Strategies, and Retirement Planning | https://wwmfinancial.com/our-process/ | kept |
|
|
| services_offered | asset management, financial planning, estate planning and business services | https://wwmfinancial.com/page/2/?et_blog= | kept |
|
|
| client_specializations | wealthy business owners and corporate executives | https://wwmfinancial.com/page/2/?et_blog= | kept |
|
|
| services_offered | investments and financial planning | https://wwmfinancial.com/services/ | kept |
|
|
| regulatory_registration | registered investment adviser (RIA) | https://wwmfinancial.com/services/ | kept |
|
|
| services_offered | financial planning | https://wwmfinancial.com/tag/investment-planning/ | kept |
|
|
| services_offered | retirement planning | https://wwmfinancial.com/tag/investment-planning/ | kept |
|
|
| categorized_as | Banks & Credit Unions | https://www.yelp.com/biz/financial-security-credit-union-carlsbad | kept |
|
|
| located_in | 43972307-793e-4b1a-a91b-ec7b6a335cc9 | https://www.yelp.com/biz/financial-security-credit-union-carlsbad | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/financial-security-credit-union-carlsbad | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Wells+Fargo+Bank&find_loc=Carlsbad,+NM+88220 | kept |
|
|
| categorized_as | Financial advisor | https://nextdoor.com/pages/wwm-financial-carlsbad-ca/ | kept |
|
|
| services_offered | retirement planning | https://nextdoor.com/pages/wwm-financial-carlsbad-ca/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://nextdoor.com/pages/wwm-financial-carlsbad-ca/ | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://nextdoor.com/pages/wwm-financial-carlsbad-ca/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/wwm-financial-carlsbad-ca/ | json_ld_parsed |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://web.carlsbad.org/Financial-Services/WWM-Financial-5252 | kept |
|
|
| years_in_practice | dating back to 1983 | https://web.carlsbad.org/Financial-Services/WWM-Financial-5252 | kept |
|
|
| client_specializations | business owners, corporate executives, retirees and other individuals and families | https://web.carlsbad.org/Financial-Services/WWM-Financial-5252 | kept |
|
|
| services_offered | 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 | https://web.carlsbad.org/Financial-Services/WWM-Financial-5252 | kept |
|
|
| services_offered | asset management, financial planning, estate planning, business services | https://wwmfinancial.com/ | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://wwmfinancial.com/ | kept |
|
|
| client_specializations | wealthy business owners, corporate executives | https://wwmfinancial.com/ | kept |
|
|
| services_offered | financial planning solutions | https://www.orangebook.com/biz/8459/wwm-financial | kept |
|
|
| client_specializations | high net worth individuals and families | https://www.orangebook.com/biz/8459/wwm-financial | kept |
|
|
| categorized_as | LocalBusiness | https://www.orangebook.com/biz/8459/wwm-financial | json_ld_parsed |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.orangebook.com/biz/8459/wwm-financial | kept |
|
|
| categorized_as | Financial Planning Consultants | https://www.orangebook.com/biz/8459/wwm-financial | kept |
|
|
| regulatory_registration | SEC registered | https://www.orangebook.com/biz/8459/wwm-financial | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.orangebook.com/biz/8459/wwm-financial | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.orangebook.com/biz/8459/wwm-financial | json_ld_parsed |
|
|
| services_offered | investments and strategic planning | https://www.facebook.com/wwmfinancial/ | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.facebook.com/wwmfinancial/ | kept |
|
|
| categorized_as | Financial Planner | https://www.facebook.com/wwmfinancial/ | kept |
|
|
| regulatory_registration | SEC Registered Investment Advisor | https://www.facebook.com/wwmfinancial/ | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.linkedin.com/in/jodi-mills-509aab15/ | kept |
|
|
| has_accolade | ad4967a9-e454-423b-92aa-c4843066aa8b | https://carlsbad.org/celebrating-the-heart-of-our-chamber/ | kept |
|
|
| professional_certifications | CFP | https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef | kept |
|
|
| services_offered | financial planning, wealth management, retirement planning, education funding, transfer of wealth, tax efficient lifestyle maintenance, 401(k) or IRA rollovers | https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef | kept |
|
|
| client_specializations | high net worth individuals and families | https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef | kept |
|
|
| regulatory_registration | Registered Investment Adviser | https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef | kept |
|
|
| services_offered | financial planning solutions | https://tracxn.com/d/companies/wwm-financial/__QYO3kxSqCrMHAv_xR98vkXAFnZDlbfiMrzaAM2jvlcE | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://tracxn.com/d/companies/wwm-financial/__QYO3kxSqCrMHAv_xR98vkXAFnZDlbfiMrzaAM2jvlcE | json_ld_parsed |
|
|
| client_specializations | high net worth individuals | https://tracxn.com/d/companies/wwm-financial/__QYO3kxSqCrMHAv_xR98vkXAFnZDlbfiMrzaAM2jvlcE | kept |
|
|
| categorized_as | financial advisory firm | https://tracxn.com/d/companies/wwm-financial/__QYO3kxSqCrMHAv_xR98vkXAFnZDlbfiMrzaAM2jvlcE | kept |
|
|
| founded_by | fc17556e-31d3-4491-9588-562548cce456 | https://wwmfinancial.com/meet-our-team/ | kept |
|
|
| services_offered | investments and financial planning | https://wwmfinancial.com/meet-our-team/ | kept |
|
|
| professional_certifications | CFP | https://wwmfinancial.com/meet-our-team/ | kept |
|
|
| compensation_model | fee-only | https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ | kept |
|
|
| regulatory_registration | registered investment advisory firm | https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ | kept |
|
|
| client_specializations | individuals, high net worth individuals, pension or profit sharing plans, and other types of corporations | https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ | kept |
|
|
| services_offered | financial planning, portfolio management for individuals and small businesses, selection of other advisors, educational seminars and workshops | https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ | kept |
|
|
| established_in | 40e96398-6c99-4ecf-b5b0-55810b6c401c | https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/wwm-financial | json_ld_parsed |
|
|
| categorized_as | independent financial advisory firm | https://www.linkedin.com/company/wwm-financial | kept |
|
|
| client_specializations | high net worth individuals and families | https://www.linkedin.com/company/wwm-financial | kept |
|
|
| professional_certifications | CFP | https://www.linkedin.com/company/wwm-financial | kept |
|
|
| regulatory_registration | SEC Registered Investment Advisor | https://www.linkedin.com/company/wwm-financial | kept |
|
|
| located_in | 81e5dd34-92c4-406f-b781-013d9fd13002 | https://www.linkedin.com/company/wwm-financial | kept |
|
|
| years_in_practice | experience in the financial services industry dating back to 1983 | https://www.linkedin.com/company/wwm-financial | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/wwm-financial | json_ld_parsed |
|
|
| client_specializations | wealthy business owners and corporate executives | https://www.zoominfo.com/c/wwm-financial/346478637 | kept |
|
|
| services_offered | asset management, financial planning, estate planning, and business services | https://www.zoominfo.com/c/wwm-financial/346478637 | kept |
|
Credentials
-
cfp_certification: CFP
claimed_unverified
- wwmfinancial.com https://wwmfinancial.com/contact-2/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- wwmfinancial.com https://wwmfinancial.com/meet-our-team/ self-published
Self-asserted.
-
investment_adviser_registration: registered investment adviser (RIA)
claimed_unverified
- wwmfinancial.com https://wwmfinancial.com/services/ self-published
Self-asserted.
-
investment_adviser_registration: SEC Registered Investment Advisor
claimed_unverified
- wwmfinancial.com https://wwmfinancial.com/disclaimers/ self-published
Self-asserted.
-
investment_adviser_registration: WWM FINANCIAL, License #157620, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/157620 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/157620 independent
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 8
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/157620 independent
- rocketreach.co https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef independent
- tracxn.com https://tracxn.com/d/companies/wwm-financial/__QYO3kxSqCrMHAv_xR98vkXAFnZDlbfiMrzaAM2jvlcE independent
- wwmfinancial.com https://wwmfinancial.com/ self-published
- wwmfinancial.com https://wwmfinancial.com/consultation/ self-published
- wwmfinancial.com https://wwmfinancial.com/contact-2/ self-published
- wwmfinancial.com https://wwmfinancial.com/disclaimers/ self-published
- wwmfinancial.com https://wwmfinancial.com/meet-our-team/ self-published
- wwmfinancial.com https://wwmfinancial.com/our-process/ self-published
- wwmfinancial.com https://wwmfinancial.com/page/2/?et_blog= self-published
- wwmfinancial.com https://wwmfinancial.com/services/ self-published
- wwmfinancial.com https://wwmfinancial.com/tag/investment-planning/ self-published
- facebook.com https://www.facebook.com/wwmfinancial/ independent
- financestrategists.com https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ independent
- linkedin.com https://www.linkedin.com/company/wwm-financial independent
- orangebook.com https://www.orangebook.com/biz/8459/wwm-financial independent
- Data refreshed
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/157620 independent
- rocketreach.co https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef independent
- tracxn.com https://tracxn.com/d/companies/wwm-financial/__QYO3kxSqCrMHAv_xR98vkXAFnZDlbfiMrzaAM2jvlcE independent
- wwmfinancial.com https://wwmfinancial.com/ self-published
- wwmfinancial.com https://wwmfinancial.com/consultation/ self-published
- wwmfinancial.com https://wwmfinancial.com/contact-2/ self-published
- wwmfinancial.com https://wwmfinancial.com/disclaimers/ self-published
- wwmfinancial.com https://wwmfinancial.com/meet-our-team/ self-published
- wwmfinancial.com https://wwmfinancial.com/our-process/ self-published
- wwmfinancial.com https://wwmfinancial.com/page/2/?et_blog= self-published
- wwmfinancial.com https://wwmfinancial.com/services/ self-published
- wwmfinancial.com https://wwmfinancial.com/tag/investment-planning/ self-published
- facebook.com https://www.facebook.com/wwmfinancial/ independent
- financestrategists.com https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ independent
- linkedin.com https://www.linkedin.com/company/wwm-financial independent
- orangebook.com https://www.orangebook.com/biz/8459/wwm-financial independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/157620 independent
- rocketreach.co https://rocketreach.co/wwm-financial-profile_b5fe1c79f42d35ef independent
- tracxn.com https://tracxn.com/d/companies/wwm-financial/__QYO3kxSqCrMHAv_xR98vkXAFnZDlbfiMrzaAM2jvlcE independent
- wwmfinancial.com https://wwmfinancial.com/ self-published
- wwmfinancial.com https://wwmfinancial.com/consultation/ self-published
- wwmfinancial.com https://wwmfinancial.com/contact-2/ self-published
- wwmfinancial.com https://wwmfinancial.com/disclaimers/ self-published
- wwmfinancial.com https://wwmfinancial.com/meet-our-team/ self-published
- wwmfinancial.com https://wwmfinancial.com/our-process/ self-published
- wwmfinancial.com https://wwmfinancial.com/page/2/?et_blog= self-published
- wwmfinancial.com https://wwmfinancial.com/services/ self-published
- wwmfinancial.com https://wwmfinancial.com/tag/investment-planning/ self-published
- facebook.com https://www.facebook.com/wwmfinancial/ independent
- financestrategists.com https://www.financestrategists.com/wealth-management/vista-ca/wwm-financial-157620/ independent
- linkedin.com https://www.linkedin.com/company/wwm-financial independent
- orangebook.com https://www.orangebook.com/biz/8459/wwm-financial independent
- Synthesis run at
- wwmfinancial.com http://wwmfinancial.com/about-us-2/ self-published
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