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Duncan Financial

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Financial Planning Consultants, Accounting Services, Financial Planners

5973 Avenida Encinas Ste 210, Carlsbad, CA 92008


Today: 8:00 am - 5:00 pm

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General Info
Financial planners have a tendency to speak their own language. Not Duncan Financial. We are an independent firm providing easy-to-understand, conflict-free advice. Before we recommend, we listen. Then we set realistic goals that are specific to your needs. We do this by taking the time to get to know you, and to understand your hopes and dreams for the future. By not selling any proprietary investment products, we have maintained our independence and eliminated the conflict between recommending a "company product" or the investment that best fits your financial goals. Duncan Financial, we backup our advice with experience, expertise, education, and ongoing professional training and certifications. While many other financial planners make commissions upfront, we are paid a salary. We recommend investments based on your needs, not ours. Charles Duncan is affiliated with Hanson McClain Retirement Network ( HMRN ), a nationwide network of independent financial professionals specializing in retirement planning for employees of utility and telecommunication companies. Charlie is a Registered Representative of Securities America, Inc, a registered broker/dealer, member FINRA /SIPC. Our representatives are licensed to offer securities products in the following states: AR, AZ, CA, CO, DE, FL, GA, ID, KS, LA, MO, MS, NC, NH, NM, NV, OR, PA, TN, TX, UT, VA, WA, WV. Our representatives are licensed to offer insurance products in the following states: AZ, CA, CO, FL, GA, MO, NC, NH, NM, NV, OR, SD, TX, UT.
Extra Phones

Phone: 760-476-1561

TollFree: 888-756-7568

Regular Hours
Mon - Fri:
Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Management, Retirement Planning Services
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Duncan Financial-Carlsbad Office

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