Best Financial Advisors in El Cajon, CA

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.

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.

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.

Bull Oak 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's founder and CEO, Ryan A. Hughes, received the 2021 40 Under 40 recognition from Investment News.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.