The services that we provide include various specializations and require a diverse knowledge base. As a result we have combined our expertise to create Service Teams that include our:

 

| Investment Committee| Personal Financial Planning| 401(K) Team| Business Transitions |

Charlie Zieky Phone 760.431.8440 Fax 760.431.9053 Location Principal - Carlsbad Practice Areas Investment Committee AKT Wealth Advisors LP Certifications Certified Public Accountant Personal Financial Specialist Memberships/Boards American Institute of Certified Public Accountants California Society of Certified Public Accountants Ameritrade Advisor Panel Education Bachelor of Science - Economics - Tulane University Master of Business Administration - Tulane University