Cadena Financial Planning & Tax Services

Cadena Financial Planning & Tax Services (CRD# 135892) is a financial advisory firm headquartered in San Diego, CA. They manage $46,530,000 in 167 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6540 Lusk Blvd., Suite C-136c, San Diego, CA 92121
http://www.cadenafinancial.com
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $278,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cadena Financial Planning & Tax Services
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Cadena, financial advisor San Diego CA
Daniel O. Cadena
CRD#: 6727592
6540 Lusk Blvd., Suite C-136c, San Diego, CA 92121

Daniel Cadena (CRD# 6727592) is an Investment Advisor Representative working at Cadena Financial Planning & Tax Services in San Diego, CA and has over 18 years of experience in the finance industry.

2
Robert Clarke, financial advisor San Diego CA
Robert D. Clarke
CRD#: 7491502
6540 Lusk Blvd., Suite C-136c, San Diego, CA 92121

Robert Clarke (CRD# 7491502) is an Investment Advisor Representative working at Cadena Financial Planning & Tax Services in San Diego, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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