Trajan Wealth Advisors Can Help
Nearby Offices
Carlsbad, California
701 Palomar Airport Road, Suite 300Carlsbad, California 92011
Visit Us In Carlsbad, California
Our first office in California! We are just minutes from LEGOLAND, the Flower Fields, and Carlsbad Premium Outlets—offering personalized financial planning and investment advice in the heart of coastal North County.
From Interstate 5
- Take I‑5 to the exit for Palomar Airport Road (CR S12).
- Head east on Palomar Airport Road.
- Take the first left onto Avenida Encinas, heading south.
- Turn left into the Pacific Center complex, located at 701 Palomar Airport Road.
- Head to our office in Suite 300.
Business Hours
8 AM - 5 PM EST, Monday- FridayPhone
(800) 838-3079© 2025 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Any examples given are strictly hypothetical. Your results may differ. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links.
Advisory services are offered through Trajan® Wealth, LLC, an SEC registered investment advisor. Legal services offered by Trajan® Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states.
Annuities not Advisory products. Guarantees backed by the issuing insurance company. D.B.A. Trajan® Wealth Insurance Solutions.
Tax services offered through Trajan® Tax LLC.
Small business 401(k) services offered through a third-party partner.
High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank.
Investment in private equity requires accreditation.
USA TODAY’S Best Financial Advisory Firms 2025, 2024 & 2023 (Received April 23rd, 2025, April 24th, 2024, and April 26th, 2023). Licensing fees are paid post-award for the use of the ranking.
