El Cajon, CA Financial Advisors and Resources



Financial Advisor Firms in El Cajon, CA


VALUE TREND CAPITAL MANAGEMENT LP

Website

(619) 588-9700

1939 Friendship Drive, Suite C

El Cajon, CA 92020

SEC#: 801-56657
Years in Business: 22 years

GOLDEN STATE WEALTH MANAGEMENT, LLC

Website

(858) 914-5300

11008 Horizon Hills Drive

El Cajon, CA 92020

SEC#: 801-107445
Years in Business: 5 years

GOLDEN STATE WEALTH MANAGEMENT, LLC

Website

(858) 914-5300

11008 Horizon Hills Drive

El Cajon, CA 92020

SEC#: 801-107445
Years in Business: 5 years

HORTER INVESTMENT MANAGEMENT, LLC

Website

(619) 473-8727

1120 North 2nd St.

El Cajon, CA 91962

SEC#: 801-67471
Years in Business: 14 years


How Retirement-Friendly is El Cajon, CA?

  • Population: 103,186
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $457,900
  • Average Monthly Housing Cost: $1,397
  • Average Household Income: $73,911
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


El Cajon, CA Financial Advisor FAQs

The first thing you should inquire about is their professional qualifications and how long they've been in the industry. If they are not a Certified Financial Planner or don't have other certification, this may be an immediate red flag.
There is no one cost. Their fees are based on the size of your account, the level of service you want, and your location.
To find a financial advisor, you'll want to challenge them. Every one offers bottomless portfolios and generic advice. Ask good questions, check their credentials, and ask yourself if they'll really take care of your best interests.
Financial advisors help clients make decisions about how to allocate their assets for retirement income, risk control, and wealth preservation.


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