Best Financial Advisors in San Jacinto

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
40+
Advisors
4.3/5.0
Average Rating

San Jacinto Financial Landscape

The economy of San Jacinto is diverse, with a focus on retail, healthcare, and agriculture. The city is experiencing steady growth, attracting new residents and businesses.

Major industries
Retail, Healthcare, Agriculture
Population
45.9K (metro: 458.5K)
Median household income
$58,000
Unique needs
San Jacinto requires tailored financial advice due to its rapid growth and unique economic landscape.
Market Insights
Economic Growth
According to BEA (2023), San Jacinto's economy has expanded by 3.5% annually, driven by retail and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in San Jacinto is $58,000, reflecting a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in San Jacinto are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in San Jacinto is 10% lower than the California average, making it an attractive option for new residents.
Real Estate Market
According to Zillow (2024), home prices in San Jacinto have risen by 8% over the past year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), San Jacinto's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in San Jacinto

Edward Jones - Financial Advisor: Michael A Passero
★ ★ ★ ★ ★ 5
Royal American Financial
★ ★ ★ ★ ★ 5
KWB Wealth
★ ★ ★ ★ ★ 5
Healthy Money Happy Life
★ ★ ★ ★ ★ 5
Independent Wealth Solutions
★ ★ ★ ★ ★ 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 San Jacinto, 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
San Jacinto-Specific Expertise
For San Jacinto residents working in Retail, Healthcare, Agriculture, 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
San Jacinto's economy relies on retail and healthcare, posing concentration risks. Rapid housing growth may lead to a bubble; diversify investments. Be wary of flooding and wildfires.

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