Best Financial Advisors in El Cajon

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored El Cajon Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 41 31 18

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Equitable Advisors

  • Financial Planning
  • Certified Financial Planner (CFP)

Equitable Advisors is a company that serves clients in the El Cajon metro and the surrounding areas. Its Certified Financial Planner, David L. Moran, specializes in the areas of investments, insurance, and retirement and estate planning. He also collaborates with the clients' attorneys and accountants and provides objective financial planning advice in order to grow their wealth and build on their legacy. In addition, Equitable Advisors offers a diverse and flexible curriculum for their workers' continuing development and advancement.

7777 Alvarado Road, Suite 107
La Mesa, CA 91942