Best Financial Advisors in Menifee

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
80+
Advisors
4.7/5.0
Average Rating

Menifee Financial Landscape

Menifee's economy is diversifying with a focus on retail, healthcare, and education. The city is experiencing significant residential growth, attracting new businesses and residents.

Major industries
Retail, Healthcare, Education
Population
83.4K (metro: 1.5M)
Median household income
$70,000
Unique needs
Menifee requires tailored financial services to support its growing population and diverse economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Menifee's economy is projected to grow by 4% annually, driven by population influx and increased consumer spending.
Wealth Demographics
According to Census (2023), the median household income in Menifee is approximately $70,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Menifee are increasingly focusing on retirement planning and investment strategies tailored to new residents.
Local Considerations
Cost of Living
According to BLS (2024), Menifee's cost of living is 10% lower than the California average, making it an attractive option for families.
Real Estate Market
According to Zillow (2024), Menifee's housing market is competitive, with home values rising 8% over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Menifee's business climate is improving, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Menifee

Royal American Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Debbie McClure
★ ★ ★ ★ ★ 5
Sophia Martinez-Smith | Financial Consultant
★ ★ ★ ★ ★ 5
Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor
★ ★ ★ ★ ★ 5
Enduring Wealth Advisors®
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Menifee, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Menifee-Specific Expertise
For Menifee residents working in Retail, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Menifee's growth in retail and healthcare poses real estate risks amid housing market bubbles. Flooding and wildfires are concerns; diversify investments to mitigate economic risks.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland