Best Financial Advisors near Santee, CA
We have 2 firms in Santee on file, and both are on this list, along with 13 from San Diego (8 mi).
13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Noble Financial Services
“Very professional and great job every year.”
Practicecfo
“I have been with Practice CFO for over three years and they are amazing.”
San Diego Business Advisors
“He is very organized and if you have any questions regarding your taxes he responds promptly through email.”
San Diego, CPA A Professional Tax & Accountancy Corporation
“I am also grateful for the extra time he spent identifying areas where we can save money at tax time,”
Copley Financial Group
“It's been a pleasure working with such a caring person that genuinely works for my best interest.”
The 15 firms listed for Santee, 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: Santee, CA
14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 404 reviews; 4 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (89%), responsiveness (71%) and quality (60%). 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 2000. 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; 14 publish a contact page; 12 list a public email and 3 take 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 Santee listed here?
2 of the 15 firms are located in Santee. 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.
Pierre Tax and Wealth Management
“We had a bad experience with the firm we were with prior but Eric fixed thier mistakes, saved us money and has maintained an impeccably high level of customer service since.”
Darrin A. Santos, Cfp-Fsi Wealth
“Tailors advice and plans around individual needs based on our stage in life.”
Pars Financial Corporation
“They helped me get my business set up and helped me with tax planning.”
Wealth Legacy Group
“Is the consummate professional who always strives to put the client first and constantly exemplifies the highest degree of integrity in everything that he does.”
Pure Financial Advisors
“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
Bull Oak Capital
“Alyssa was very prompt and quick to respond, kindly and with great patience!”
Creative Capital Management Investments
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.”
Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial
“One thing I admire about Tom is that no matter how difficult a topic may be, Tom will do extensive research and figure out the best approach.”
Why these companies made our list
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