Best Financial Advisors in El Cajon, CA
15 firms listed · 4 in El Cajon · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Rundlett Financial
Waypoint Financial Partners
“Diedre Kruse from Waypoint Financial was able to provide comprehensive guidance on establishing ourselves financially in the US.”
Lord & Gladden
San Diego, CPA A Professional Tax & Accountancy Corporation
“This was our first visit to his firm and we will be back next year and the years to come.”
Book onlineBook
San Diego Business Advisors
“Very easy to work with and very knowledgeable.”
The 15 firms listed for El Cajon, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: El Cajon, CA
Of the 15 firms we list here, 4 are in El Cajon itself and 11 come from San Diego (10, 10 mi) and La Mesa (1, 4 mi). 12 of the firms on this page have a rating, from 4.5 to 5.0 across 218 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (87%), responsiveness (68%) and value (68%). The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". 1 shows a license on its website and 7 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 13 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside El Cajon listed here?
4 of the 15 firms are located in El Cajon. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Copley Financial Group
“From the first moment I reached out to enquire about my mother's retirement, and through all the process, our questions and doubts were handled perfectly.”
Darrin A. Santos, Cfp-Fsi Wealth
“I a retired US government worked and have entrusted him with my life savings with no hesitation.”
Wealth Legacy Group
“I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.”
Pure Financial Advisors
“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
Creative Capital Management Investments
Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial
“I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well.”
Armstrong, Fisch & Tutoli, Attorneys At Law
“Stephanie Lord did a superb job handling both the creation of my family's and mother's estate plan.”
Daca Financial Group
“I have always received excellent service with knowledgeable staff to answers all questions and concerns I may have.”
Carl Hakenjos & Associates
“Has always done a great job for us”
Why these companies made our list
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