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Best Financial Advisors in El Cajon

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9001 Grossmont Blvd. #718, La Mesa, CA 91941
La Mesa, CA 91941
Instagram
  • Wealth Management

With 25 years in the industry, Blue Summit Wealth Management offers a wide range of services to clients in El Cajon, including comprehensive financial, retirement, tax, and estate planning, as well as cash flow analysis and socially responsible investment. The firm works with families, inheritors, business proprietors, and retirees. Partner and wealth advisor Judith L. Seid founded the firm. To give back to the community, she launched a financial literacy certificate course for victims of domestic violence in San Diego.

9001 Grossmont Blvd. #718, La Mesa, CA 91941
La Mesa, CA 91941

InstagramWebsite(619) 698-4330

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1010 Pioneer Way, El Cajon, CA 92020
El Cajon, CA 92020
  • Insurance Products
  • Financial Planning
  • Investment Advisor

Brian Grigg Wealth Management is an advisor specializing in financial strategies, offering his services to the El Cajon metro. He provides a wide range of financial management services, covering risk management planning; special situations planning, such as for weddings and disability; long-term care and life insurance; and investment bonds, government securities, and Roth IRA. Grigg has been a CPA since 2008, assisting individuals, trusts, and corporations in protecting their assets.

1010 Pioneer Way, El Cajon, CA 92020
El Cajon, CA 92020

Website(619) 631-7731

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

4747 Executive Drive, Suite 1010, San Diego, CA 92121
San Diego, CA 92121
  • Finance Planning

Bull Oak Capital is a fiduciary financial advisory firm serving clients in El Cajon. It provides financial planning assistance to individuals who are saving for retirement or building their real estate portfolio. Employing a cash flow-based approach, Its advisors determine how a person earns, spends, and invests money to create a plan to achieve a desirable future financial lifestyle. Bull Oak Capital's founder and CEO, Ryan A. Hughes, received the 2021 40 Under 40 recognition from Investment News.

4747 Executive Drive, Suite 1010, San Diego, CA 92121
San Diego, CA 92121

Website(858) 999-3550

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

74 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5400 Connecticut Avenue, Suite 100, La Mesa, CA 91942
La Mesa, CA 91942
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Finance Planning

Davis & Seiley Wealth Management serves El Cajon and the surrounding metros. Founded in 1994, the firm provides financial advice tailored to its clients' needs and circumstances. It offers financial planning services such as investment management, and estate, tax, education, and retirement planning. Its professionals help individuals achieve their short- or long-term goals by staying involved in the financial aspect of their lives. Its team is composed of a Certified Financial Planner, a Chartered Retirement Plans Specialist, and a Financial Paraplanner Qualified Professional.

5400 Connecticut Avenue, Suite 100, La Mesa, CA 91942
La Mesa, CA 91942

Website(619) 697-2684

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12526 High Bluff Dr Suite 238, San Diego, CA 92130
San Diego, CA 92130
  • Retirement Planning
  • Investment Management
  • Financial Planning

Define Financial is a firm that aims to help clients reduce taxes, invest smarter, and retire on their terms. Serving El Cajon and the nearby communities, the business is composed of Certified Financial Planners who assist clients with investment management, Social Security timing, retirement planning, and insurance optimization. It also aids clients with retirement income planning and tax planning. Founder Taylor Schulte, CFP, was recently named Top 3 financial advisor in Investopedia’s 100 Top Financial Advisors.

12526 High Bluff Dr Suite 238, San Diego, CA 92130
San Diego, CA 92130

Website(858) 345-1197

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

2445 Poinsettia Dr, San Diego, CA 92106
San Diego, CA 92106
  • Certified Financial Planner (CFP)
  • Financial Planning

Driven Wealth Management serves clients in and around the El Cajon area. This independent financial advisory firm offers financial planning and investment management services, assisting clients in navigating their financial goals and priorities. It provides clients with personalized financial plans and financial scenario modeling to help them in making sound financial decisions. Rick Vazza, company founder and financial advisor, established the company in 2018 with a goal to partner with entrepreneurs and professionals. Vazza holds extensive experience in assisting ultra-high-net-worth clients and business owners.

2445 Poinsettia Dr, San Diego, CA 92106
San Diego, CA 92106

Website(619) 630-0660

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

7777 Alvarado Road, Suite 107, La Mesa, CA 91942
La Mesa, CA 91942
  • Certified Financial Planner (CFP)
  • Financial Planning

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
La Mesa, CA 91942

Website(619) 303-2833

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7863 La Mesa Blvd Ste. 200, La Mesa, CA 91942
La Mesa, CA 91942
  • Chartered Financial Analyst (CFA)

LPL Financial is a La Mesa-based company that caters to El Cajon clients. It offers various financial planning solutions, including estate, retirement, and education planning. The company also provides long-term care and life insurance policies. It has experience educating clients on different types of investments, such as bonds, stocks, treasury notes, and government securities. James Flickinger, the company's investment manager, has over three decades of experience in the financial services industry. Before entering the field, he was an attorney for over 10 years.

7863 La Mesa Blvd Ste. 200, La Mesa, CA 91942
La Mesa, CA 91942

Website(619) 741-5735

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

8313 La Mesa Boulevard, La Mesa, CA 91942
La Mesa, CA 91942
  • Finance Planning

Founded in 1989, LPL Financial is an advisory and planning company serving clients in and around El Cajon. Its advisors help clients navigate complex financial matters in making plans for their lifestyles, retirement, education, taxes, estates, and investments. In addition, they help families and individuals plan their insurance policies, such as disability income, long-term care, and life insurance. LPL Financial has over 18,000 financial advisors, 800 institutional investment programs, and 450 independent RIA firms nationwide.

8313 La Mesa Boulevard, La Mesa, CA 91942
La Mesa, CA 91942

Website(619) 461-2700

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

405 South Magnolia Avenue, El Cajon, CA 92020
El Cajon, CA 92020
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Mike Rundlett Financial Services is a firm serving the El Cajon area. Since 1991, its financial advisors have been managing the wealth and assets of its clients by developing plans tailored to their goals. Using retirement techniques, tax and investment management, insurance and annuity products, and estate conservation, the business also assists customers in putting together a good financial plan. Mike Rundlett, CFP, AIF, is the company's sole owner and a registered representative of LPL Financial.

405 South Magnolia Avenue, El Cajon, CA 92020
El Cajon, CA 92020

Website(619) 588-8820

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2020 Camino Del Rio N Suite 215, San Diego, CA 92108
San Diego, CA 92108
  • Financial Planning

Next Gen Financial Planning is a firm serving clients in El Cajon and the surrounding areas. It assists high-earning professionals in making financial decisions and helps them plan for the future. Its advisors handle different financial areas, such as investments, student loan repayments, and insurance coverages. Additionally, they offer advice on complex estate planning and tax planning. Next Gen Financial Planning is headed by Steven Fox, who is a member of the XY Planning Network and the National Association of Personal Financial Advisors.

2020 Camino Del Rio N Suite 215, San Diego, CA 92108
San Diego, CA 92108

Website(619) 363-5187

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3838 Camino del Rio North, Ste 365, San Diego, CA 92108
San Diego, CA 92108
Instagram
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management

Platt Wealth Management is a company that caters to residents in El Cajon. It helps individuals reach financial goals through various solutions, such as retirement, education, and Medicare planning. The company also guides clients on matters related to tax strategies. Its other services include investment management. The company's chief investment officer and founder, Jeff Platt, holds a master of laws degree in Taxation. He was the recipient of the Volunteer of the Year Award in 2016 from the Lawrence Family Jewish Community Center.

3838 Camino del Rio North, Ste 365, San Diego, CA 92108
San Diego, CA 92108

InstagramWebsite(619) 255-9554

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7777 Alvarado Rd., Ste. 116, La Mesa, CA 91942
La Mesa, CA 91942
  • Certified Financial Planner (CFP)

Reilly Financial Advisors is a firm that serves the residents of El Cajon and the neighboring communities. It offers a full range of wealth management services, including estate planning, financial planning, tax planning and preparation, and insurance, social security, and Medicare analysis. It also helps clients in investment management, family wealth transitions, and education planning. Don Reilly, one of the company's co-founders, carries more than 40 years of experience in the industry. Reilly Financial Advisors operates in a fiduciary capacity.

7777 Alvarado Rd., Ste. 116, La Mesa, CA 91942
La Mesa, CA 91942

Website(619) 376-2569

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7777 Alvarado Rd. Suite 300, La Mesa, CA 91942
La Mesa, CA 91942
  • Certified Financial Planner (CFP)

San Diego Tax & Wealth Management Inc. serves individuals in El Cajon and the neighboring communities. The firm assists clients in investment and tax coordination and retirement income planning. It provides solutions to clients pursuing financial independence, helping them understand programs suitable to their wealth. It also develops strategies apposite to clients' financial goals. Brian Dawidowicz, CFP, EA, is the owner of the firm. He is authorized to prepare clients' taxes and represent them in matters relating to the IRS.

7777 Alvarado Rd. Suite 300, La Mesa, CA 91942
La Mesa, CA 91942

Website(619) 698-0202

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

533 Second Street Suite 207, Encinitas, CA 92024
Encinitas, CA 92024
  • Financial Planning

Stone Steps is a financial planning and investment management company for clients in El Cajon and the surrounding metro. The company, which started in 2015, caters to individuals and families with a wide range of net worth, income, or amount of assets to be invested. Scott Frank, the founder, is a co-host of Real Personal Finance, a weekly podcast in which financial planners answer personal finance questions. He is also on the Leadership Development Committee for the National Association of Personal Financial Advisors.

533 Second Street Suite 207, Encinitas, CA 92024
Encinitas, CA 92024

Website(760) 456-7147

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

9340 Fuerte Dr Ste 207, La Mesa, CA 91941
La Mesa, CA 91941
  • Certified Financial Planner (CFP)
  • Financial Planning

Summit Financial is a firm that has been serving El Cajon and the surrounding communities since 1992. It assists individuals with their financial planning needs involving annuities and insurance plans. Its website contains calculators that clients can utilize for different purposes, such as cash management, estate planning, and retirement and inflation. One of the firm's financial professionals, Erin Klisser, develops finance and tax planning strategies based on the goals of clients and offers notary services.

9340 Fuerte Dr Ste 207, La Mesa, CA 91941
La Mesa, CA 91941

Website(619) 698-9760

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

12526 High Bluff Dr, San Diego, CA 92130
San Diego, CA 92130
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Wealth Alliance offers comprehensive financial planning to the locals of El Cajon. The firm helps its clients identify and organize all facets of their financial life, including the opportunity to define their goals. This aims to guide its clients in making critical decisions as to when to retire, whether to sell a business or not, how to manage their cash flow, and how to best protect their families. Wealth Alliance was founded in 1999 by Kevin Barrett, a Certified Financial Planner.

12526 High Bluff Dr, San Diego, CA 92130
San Diego, CA 92130

Website(858) 793-0513

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1950 Cordell Court, Suite 101, El Cajon, CA 92020
El Cajon, CA 92020
  • Financial Planning

WHA Financial Advisors is an investment management and wealth planning firm that serves El Cajon. It deals with estate, financial, investment, and retirement planning. It also assists its clients in managing their finances and developing plans that help them achieve their financial goals, such as maximizing wealth, preparing for retirement, or securing financial stability. In addition, it recommends investment options and insurance products to its customers. Patrick Howard, the company's founder, is a CPA with 30 years of experience in the field.

1950 Cordell Court, Suite 101, El Cajon, CA 92020
El Cajon, CA 92020

Website(619) 820-9649

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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