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El Cajon Financial Advisors from people just like you.

" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in El Cajon

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

Courtney St. Onge, Charlotte community editor

North Carolina attorney general says if someone calls claiming to be from the IRS and says you'll be arrested if you don't pay right away, hang up immediately.


On this episode of the Chat with the Experts podcast, Pete the Planner joins us to talk about creating a budget, saving for your first home and much more.

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

tree falls on house homeowner needs emergency fund (Photo by Steve Mitchell)
Financial Planning

Saving for a rainy day takes on new meaning if your roof springs a leak during a storm.

Angie's Answers


Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.




Financial Advising reviews in El Cajon


Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.

I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.

I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.

I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.

The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.


My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.

I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.

- George J.

I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.

was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!

Financial Advisors in El Cajon, CA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

24/7 Handyman Service

P.O Box 16125
San Diego

Accelerated Benefits

5880 Venture Drive

Acme Bail Bonds

3065 Rosecrans Pl, #200
San Diego

Advantage Law Group

5820 Oberlin Dr
San Diego

Aflah Realty

PO Box 369

Agility Paralegal Service

7227 Broadway
Lemon Grove

Aligned Advisors

888 Prospect St.
La Jolla

All Star Salon And Spa

7037 Linda Vista Rd
San Diego

Allan Galgut Insurance

4275 Executive Square 400
La Jolla

Allegiant Group Inc

189 W Clarkston Rd

American EFT, Inc.

Spring Valley

American Pacific Mortgage

12600 Hesperia Rd Ste B

Apple Financial Care, LLC.

7317 El Cajon Blvd.
La Mesa

Auto Fax Ins

3865 Linda Vista Dr
San Marcos

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego


El Cajon


San Diego

BetaFrontier, LLC

858 North Franklin St

Blanco Tax Law

419 19th St
San Diego

Bottom Line Tax & Accounting Services

7209 Sherbourne Ln
San Diego

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Bravo Bail Bonds

2534 State Street
San Diego


1120 S. Pacific St.

C2 Financial Corp.

10509 Vista Sorrento Parkway Suite 200
San Diego

Caliber Home Loans

701 Palomar Airport Rd Suite 300

Capital Growth Inc.

8910 University Center Ln
San Diego

Casa Financial Services Inc

9941 Heavenly Way
La Mesa

Cash Plus

4310 Genesee Ave
San Diego

Cathy Smith W.J. Bradley Mortgage Capital LLC

4365 Executive Dr Suite 300
San Diego

Champion Financial Services

6620 El Cajon Blvd Ste B
San Diego

Chris Catania Mortgage Lender CalPacific

523 encinitas blvd

Christiansen Capital

705 Pier View Way

Chula Vista Credit Repair

683 Broadway
Chula Vista

Coastal Credit Solutions

4747 Viewridge Ave
San Diego

CoPlan CFS

100 E San Marcos Blvd
San Marcos

Credit Repair San Diego

425-447 Broadway


410 S. Melrose Dr., Ste 210

D.M. Brenner & Assoc

380 Stevens, Ste 213
Solana Beach

Debt Collection Agency

1507 E Valley Pkwy


545 HST. STE B
Chula Vista

Debt Relief Bankruptcy Attorney

121 Broadway #355
San Diego

DebtWave Credit Counseling, Inc.

9325 Sky Park Court, Suite 260
San Diego

Define Financial

750 B St #3300
San Diego

Derden Business Loans

2560 Catamaran Way Suite 11
Chula Vista

Disney Financial

7839 University Ave #102
La Mesa

Dollar Smart Money Center

1103 Broadway
El Cajon

Doster Financial Planning

7676 Hazard Center Dr, Suite 500
San Diego

Eagles Club

Canoga Park


2650 Jamacha Rd Ste 131
El Cajon

Elite Debt Consolidation

350 West Main Street
El Cajon

Elite Debt Consolidation

350 West Main Street

Emerald Connect

15050 Avenue of Science, Suite 200
San Diego

F.A.T. Freedom

4/41 Meinzinger Ave.


620 Lighthouse Ave
Pacific Grove

Fastest Payday Loans

3502 Kurtz Street
San Diego


12975 Brookprinter Pl Ste 140

Financial Trading School

3313 Poplar Avenue
San Diego

Finanz Me

San Diego

five star processors

3520 seagate way

Freedom Debt Solutions

2350 6th Ave.
San Diego

Freyman CPA, P.C.

40 Exchange Place Suite 1602

Garrett Lecroy Financial Advisor Morgan Stanley

1644 West Bernardo Drive
San Diego


385 S 1st St
El Cajon

Global Capital & Equity

PO Box 8543
Chula Vista

Go Green Medical Billing

7614 Prairie MOund Way
San Diego

Golden Financial Services

600 Palm Ave #221
Imperial Beach

Golden Financial Services

600 Palm Ave
Imperial Beach

Goodsell & Company Financial Services

San Diego

Grant Writing Specialists

4281 Lowell Street
La Mesa

Hackett Insurance Group

690 Carlsbad Village Dr

Heartland Payment Systems

1263 Pioneer Way
El Cajon

Hidden Valley Tax Lawyers

270 East Via Rancho Parkway

Home Loans San Diego

402 W Broadway
San Diego


3090F Pullman St
Costa Mesa

IRS Tax Help Team

1201 S Beach Blvd
La Habra

JMJ Financial

1010 Turquoise Street
San Diego


Garden Grove

Kirkland Insurance Services

6977 Navajo Rd
San Diego


2173 Salk Ave., Suite 250


9620 Towne Centre Dr Ste 200
San Diego

Law Office of Narciso Delgado-Cruz

3200 4th Ave Ste 203
San Diego


848 Brickell Ave 603


3142 Tiger Run Ct. Suite 117


11512 EL CAMINO REAL #100
San Diego

Lost Angels International, Inc.

1170 Peachtree Street NE



Luminary Financial & Insurance Solutions

1434 Andorre Glen

Mackay Tax and Financial

8680 Navajo Rd
San Diego

Maggio Capital, Inc.

12526 High Bluff Drive Suite #300
San Diego

Megastar Financial Corp

930 Executive Way Ste 125

Merchant Resources

311 Oceanside Boulevard, Space 8


San Diego

Michael G Funtas‎

2648 Jamacha Rd
El Cajon

Mike Aon

2451 Jamacha Rd, Ste 105
El Cajon

Mike Keegan

10089 Willow Creek Rd
San Diego

Millennia Medical Management

PO BOX 211091
Chula Vista

Miramar Accounting & Tax Service

8670 Miramar Rd
San Diego

Opera Solutions

12230 El Camino Real, Suite 330
San Diego

Origin Tax & Financial Services

13475 Danielson St, Suite 250

Pacific Coast Trust

4275 Executive Square
La Jolla

Pacific Crest-Global Wealth Management

12526 High Bluff Dr.
San Diego


Chula Vista

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

Pettit Financial Services Inc

225 N Rancho Santa Fe Rd
San Marcos

Plan For Tomorrow

4250 Executive Square
La Jolla

PlanPrep - Financial Planning

13151 Kellam Ct
San Diego

Prime Title Loans San Diego

1856 Conejo Ln

primo Debt Consolidation

382 3rd Avenue Ste B


2371 Silver Oak Cir

Pure Financial

3131 Camino del Rio N - Ste 1550
San Diego

Quickest Cash Advance and Payday Loans

4250 Pacific Highway
San Diego

Redwood IRS Back Tax Attorneys

3936 30th Street
San Diego


La Mesa

Reyes Financial Architecture

4365 Executive Drive Suite 250
San Diego

RMH inc.

2815 Camino Del Rio S, Suite 111
San Diego


1234 E MAIN ST
El Cajon

Rohn S. Trieglaff, CLU, AIF

16496 Bernardo Center Dr
San Diego

San Diego County Credit Union

6705 Mira Mesa Blvd
San Diego

San Diego County Credit Union

12330 Carmel Mountain Rd
San Diego

San Diego County Credit Union

312 W Main St
El Cajon

San Diego Wealth Management, LLC

6265 Greenwich Dr
San Diego

Santee Chamber of Commerce

10315 Mission Gorge Road

Save Financial Inc

2081 Business Center Dr


5580 La Jolla Blvd
San Diego

Source Capital Funding Inc

11440 West Bernardo Court
San Diego

Steven Simmons

3131 Camino Del Rio N. Ste 1150
San Diego


243 26th St
Del Mar


4719 ViewRidge Ave.
San Diego

Superior Law Center

3160 Camino Del Rio S #300
San Diego

Tax Attorney Help San Diego

5663 Balboa Avenue, Suite 449
San Diego


San Diego

The Colvin IRS Tax Debt Group

1850 Main Ct
Chula Vista

The Entrust Group

555 12th Street

The Kaplan Group

330 A Street
San Diego

The Startup Garage

4455 Lamont St.
San Diego

Thomas J. Dobransky & Associates

13400 Sabre Springs Parkway
San Diego

Title Loans Express

1856 Conejo Ln


San Diego


6856 Embarcadero Ln


9745 Prospect Ave Ste 204

United Gold Direct

2945 Townsgate Road
Westlake Village

USA Financial Consultants

4545 Murphy Canyon Rd
San Diego


PO Box 33490

Van Winkle Insurance Group

13619 Mukilteo Speedway

Veld Advisors

3414 Corte Sonrisa

We Connect Merchants

4908 Field Street
San Diego

White Bookkeeping & Business Management

1265 Carlsbad Village Boulevard, Suite 100

Women of Virtue Outreach Ministries- Letesa L. Bro

591 Camino de la Reina, Suite 711
San Diego

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