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 |

Carl Pinkard Phone 760.268.0237 Location Financial Advisor - Carlsbad Practice Areas AKT Wealth Advisors, LP, AKT Retirement Plan Services, LP, Investment Committee Certifications Certified Financial Planner, Registered Investment Advisor Representative Memberships/Boards Financial Planning Association ASPPA Education Bachelor of Science - Business / Finance - Cal Poly University - San Luis Obispo