Financial Focus LLC

Financial Focus LLC (CRD# 282177) is a financial advisory firm headquartered in Carlsbad, CA. They manage $233,673,106 in 772 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $302,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Financial Focus LLC
Showing 1 - 4 of 4 top financial advisors.
1
Gloria D. Foote
CRD#: 1023865
1917 Palomar Oaks Way, Suite 130, Carlsbad, CA 92008
96
Wealthminder
score

Gloria Foote (CRD# 1023865) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 29 years of experience in the finance industry. Gloria Foote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kaitlin M. Hewell
CRD#: 4863224
1917 Palomar Oaks Way, Suite 130, Carlsbad, CA 92008
96
Wealthminder
score

Kaitlin Hewell (CRD# 4863224) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 13 years of experience in the finance industry. Kaitlin Hewell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Barbara J. Williams
CRD#: 1050277
1917 Palomar Oaks Way, Suite 130, Carlsbad, CA 92008
96
Wealthminder
score

Barbara Williams (CRD# 1050277) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 29 years of experience in the finance industry. Barbara Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jerrie K. Carli
CRD#: 2504055
1917 Palomar Oaks Way, Suite 130, Carlsbad, CA 92008
93
Wealthminder
score

Jerrie Carli (CRD# 2504055) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 20 years of experience in the finance industry.

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