Get In Touch

Please enable JavaScript in your browser to complete this form.
Name

Our Locations

2173 Salk Avenue Suite 250 Carlsbad, CA 92008

To schedule an appointment in Carlsbad, please email gavin@trekfinancial.com.

4225 Executive Square, Suite 600, San Diego, CA, 92037

Contact Information

Disclosure:

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Trek Financial’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Trek Financial, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

© Copyright 2025 Trek Financial. All Rights Reserved. Trek 25-220