Coyote Wealth
Financial Advisor

Cardiff Park Advisors

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Low-cost evidence-based investing in San Diego

Carlsbad, CAFounded 20041-5 employees

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About Cardiff Park Advisors

Cardiff Park Advisors is a boutique fee-only RIA in Carlsbad, CA providing evidence-based investment management and financial planning to high-net-worth individuals focused on low-cost, tax-efficient strategies.

Services & Specialties

Services

Financial Planning
Tax Planning
Portfolio Analysis

Financial Advisor Specialties

Investment Management
Retirement Planning

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Clean Record

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Pricing

Fee-Only (AUM)

Industries

Technology & Software
Healthcare
Consulting

States Served

California

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