Best Financial Advisors in National City

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
60+
Advisors
4.8/5.0
Average Rating

National City Financial Landscape

Home to 59,834 residents, National City is strategically located near San Diego, benefiting from a robust economy driven by trade, healthcare, and retail. The city's proximity to the border enhances its economic activity.

Major industries
Healthcare, Retail, Trade
Population
59.8K (metro: 1.4M)
Median household income
$62,000
Unique needs
National City requires tailored financial advice to navigate its diverse economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), National City's economy has shown steady growth, driven by healthcare and retail sectors, contributing to local job creation.
Wealth Demographics
According to Census (2023), the median income in National City is approximately $62,000, reflecting a diverse economic base and varying income levels.
Advisor Specializations
Based on BLS (2023), financial advisors in the area are increasingly focusing on retirement planning and investment strategies tailored to local demographics.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in National City is slightly above the national average, influenced by housing and transportation costs.
Real Estate Market
According to Zillow (2024), National City's real estate market is competitive, with rising prices and demand, raising concerns about potential housing bubbles.
Business Environment
According to Fortune (2024), National City's business climate is favorable, with support for small businesses and initiatives to attract new investments.

Top 5 Financial Advisors in National City

Platt Wealth Management
★ ★ ★ ★ ★ 5
Pure Financial Advisors, LLC
★ ★ ★ ★ ★ 5
Define Financial
★ ★ ★ ★ ★ 5
One Degree Advisors
★ ★ ★ ★ ★ 5
Daniel Shahmoradian, CFP - Financial Planner
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in National City, 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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National City-Specific Expertise
For National City residents working in Healthcare, Retail, Trade, 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
National City's reliance on retail and trade poses risks; housing market volatility and flooding concerns exist. Diversify investments and assess economic resilience.

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