Best Financial Advisors in San Marcos

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored San Marcos 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 35 26 14

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


RetirementDNA serves clients in San Marcos and the surrounding metros. It helps individuals and business owners craft financial and retirement plans, as well as provides assistance in managing their investments. Its team of advisors work with their clients in developing strategies and solutions focused on achieving financial wellbeing. Managing director Daniel Dubois has more than 25 years of financial industry experience. One of the firm's financial advisors, Michael McDade, has earned the Certified Financial Planner designation.

533 S Vinewood St
Escondido, CA 92029

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