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.
Showing 6 of 6 · sorted by Google rating
1.
Wade Howard & Associates
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 1950 Cordell Ct suite 101, El Cajon, CA 92020
Services: advisory
2.
Wheelhouse Credit Union - El Cajon
★★★★★★★★★★3.6(26 Google reviews)✓ Verified on Google
Financial Planning · 306 Broadway, El Cajon, CA 92021
3.
BMO Bank N.A Branches
★★★★★★★★★★3.1(29 Google reviews)✓ Verified on Google
Financial Planning · 1234 E Main St, El Cajon, CA 92021
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★3.0(43 Google reviews)✓ Verified on Google
Financial Planning · 2930 Jamacha Rd, El Cajon, CA 92019
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(130 Google reviews)✓ Verified on Google
Financial Planning · 845 N 2nd St, El Cajon, CA 92021
Services: advisory
6.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(74 Google reviews)✓ Verified on Google
Financial Planning · 512 Fletcher Pkwy, El Cajon, CA 92020
Services: advisory
Top financial planners in El Cajon
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Wade Howard & Associates | Financial Planning | 4.3 / 5 | 6 |
| 2 | Wheelhouse Credit Union - El Cajon | Financial Planning | 3.6 / 5 | 26 |
| 3 | BMO Bank N.A Branches | Financial Planning | 3.1 / 5 | 29 |
| 4 | Bank of America Financial Center | Financial Planning | 3.0 / 5 | 43 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.4 / 5 | 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.