The services that we provide include various specializations and require a diverse knowledge base.  As a result we have combined our expetise to create Service Teams that include our Investment Committee, the 401k Team, and the Financial Planning Team.  Please click on the highlighted text or on the side menu to see the members of each team.

 

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

Charlie Zieky Phone 760.268.0208 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