Find a Financial Advisor in El Cajon, CA

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We did the hard work of finding trustworthy partners in El Cajon, CA.

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We Only Work With The Best El Cajon Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in El Cajon, CA


  • Financial Advisor Close to El Cajon, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in El Cajon, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near El Cajon, CA

We evaluated over 13,000 RIA firms to bring you the best of the best El Cajon financial advisors.
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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.)



The Top 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: 6 years

GOLDEN STATE WEALTH MANAGEMENT, LLC

Website

(858) 914-5300

11008 Horizon Hills Drive

El Cajon, CA 92020

SEC#: 801-107445
Years in Business: 6 years

HORTER INVESTMENT MANAGEMENT, LLC

Website

(619) 473-8727

1120 North 2nd St.

El Cajon, CA 91962

SEC#: 801-67471
Years in Business: 15 years

 


El Cajon, CA Financial Advisor FAQs

El Cajon is a city in San Diego County, California, United States. It is located 17 miles (27 kilometers) east of San Diego's downtown area. Cajon Valley Union School District is the top employer in El Cajon. It employs 1,412 people. El Cajon was noted for its vineyards, citrus groves, and tomato farms. Frontier Town, Big Oak Ranch, was a tourist attraction in the 1960s and 1970s, with a traditional frontier-town theme park and a simulated shooting on a regular basis. Reach out to only the trusted financial advisors in El Cajon, CA, a city that lies within San Diego County and is located 17 miles east of Downtown San Diego. The city's name is originally Spanish and translates to "the box" in English. It was named as such because of the valley surrounding the city which is shaped like a box known as Rancho El Cajon. Its borders are San Diego and La Mesa on the west, Spring Valley on the south, Santee on the north, and unincorporated San Diego County on the east. Run through the links we have below if you need to connect with financial advisors working close to the area.

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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