Best Financial Advisors in Murrieta

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
100+
Advisors
4.9/5.0
Average Rating

Murrieta Financial Landscape

Murrieta's economy is diverse, with a focus on healthcare, retail, and education. The city benefits from its proximity to larger metropolitan areas, enhancing its economic potential.

Major industries
Healthcare, Retail, Education
Population
107K (metro: 4.6M)
Median household income
$85,000
Unique needs
Murrieta requires sustainable growth strategies to manage its rapid population increase and housing demands.
Market Insights
Economic Growth
According to BEA (2023), Murrieta's economy has expanded by 4% annually, driven by healthcare and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Murrieta is approximately $85,000, reflecting a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Murrieta are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Murrieta is 15% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), home prices in Murrieta have risen by 10% over the past year, indicating a competitive market.
Business Environment
According to Fortune (2024), Murrieta's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Murrieta

Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor
★ ★ ★ ★ ★ 5
Ross & Mary Hunt, Inc
★ ★ ★ ★ ★ 5
Intelligence Driven Advisers
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kari Cierley, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jennifer Horn, ABFP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

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

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

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