Laryssa Freeman, CFP®
Founder of Carlsbad’s Independent, Female-Owned, Fee-Only Wealth Management Firm
How can I reduce my lifetime tax bill?
What strategies can I implement now to protect my wealth?
PERSONAL
Advice as personal as your story
Your goals and circumstances are unique — and your advice should reflect that. When you work with me, it’s always one-on-one. No call centers — just thoughtful guidance and strategies tailored to your specific situation, built on trust and personal attention.
INDEPENDENT
Your interests come first
As an independent firm, I don’t answer to a big national firm or sales quotas. I answer only to you. Every recommendation is tailored to protect and grow your wealth through market changes and life transitions.
TRANSPARENT
No hidden agendas, ever
As a fee-only advisor, I don’t sell products or earn commissions – just trusted guidance. My recommendations are based solely on what I believe best serves you, with complete clarity on how I’m compensated.
