Financial Planners in El Cajon, CA — 6 Firms (2026)
6 financial planners in El Cajon, California meet our listing bar — a website plus a public review record. They average 3.12★ across 6 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Wade Howard & Associates at 4.3★ across 6 Google reviews.
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WH
Financial PlanningEl Cajon, CA
Financial Planning in El Cajon, California offering advisory. Rated 4.3★ across 6 Google reviews.
WC
Wheelhouse Credit Union - El Cajon✓ Verified
Financial PlanningEl Cajon, CA
Financial Planning in El Cajon, California offering financial planning. Rated 3.6★ across 26 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningEl Cajon, CA
Financial Planning in El Cajon, California offering advisory. Rated 3.1★ across 29 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningEl Cajon, CA
Financial Planning in El Cajon, California offering financial planning, and advisory. Rated 3.0★ across 43 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningEl Cajon, CA
Financial Planning in El Cajon, California offering financial planning, and advisory. Rated 2.4★ across 130 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningEl Cajon, CA
Financial Planning in El Cajon, California offering financial planning, and advisory. Rated 2.3★ across 74 Google reviews.
Top financial planners in El Cajon
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Wade Howard & Associates✓ | Financial Planning | ★ 4.3 | 6 |
| 2 | Wheelhouse Credit Union - El Cajon✓ | Financial Planning | ★ 3.6 | 26 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.1 | 29 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 3.0 | 43 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.4 | 130 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.