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Associates

Lucille Shaw, MBA

David Wilson,CFP

About Us

  • Our Mission Statement
  • Our Associates
  • Our Location
  • Our Firm
  • Our Services
  • Our Qualifications
  • What to bring to your initial consultation
  • Our Fees
  • Our Approach
  • Tell A Friend
Contact Us

2244 Faraday Avenue, Suite 101
Carlsbad, CA 92008

Phone: 877-335-4110
Local: 760-585-9284

Fax: 877-357-5235

Map and Directions

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.


Securities licensed associates of Finances for Life, LLC, are Registered Representatives and Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL and NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Finances for Life, LLC and NPC are separate and unrelated companies.
 


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