Cadena Financial Planning

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

6540 Lusk Blvd Ste C136c, San Diego, Cal...

Phone Number

(858) 437-3836

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Cadena Financial Planning

Cadena Financial Planning & Tax Services is an independent fee-only financial planning firm based in San Diego, California, catering to individuals, couples, and business owners. They offer a wide range of services including retirement planning, investment management, tax planning and preparation, estate planning, insurance review, education planning, and cash flow or budget analysis. The firm operates under a fee-only model, adhering to fiduciary standards to ensure that all advice is in the best interest of their clients. Their commitment to providing comprehensive financial plans and hourly financial advice distinguishes them in the financial services industry.Explore more
Cadena Financial Planning's Social MediaPopular SearchesCadena Financial PlanningCadena FinancialDaniel CadenaCadena Financial Planning & Tax ServicesSIC Code 62,628NAICS Code 52,523Show more

Cadena Financial Planning Org Chart

PhoneEmail
KS
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cadena Financial Planning

<$5M
11-50
Private
-
-
KS
Kaydia SmithManaging Director
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Low Activity

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Activity Insights

Cadena Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cadena Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cadena Financial Planning.

Cadena Financial Planning Tech Stack

A closer look at the technologies used by Cadena Financial Planning

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Frequently Asked Questions Regarding Cadena Financial Planning

What is Cadena Financial Planning's official website?
Cadena Financial Planning's official website is www.cadenafinancial.com
What is Cadena Financial Planning's Revenue?
Cadena Financial Planning's revenue is <$5 Million
What is Cadena Financial Planning's SIC code?
Cadena Financial Planning's SIC: 62,628
What is Cadena Financial Planning's NAICS code?
Cadena Financial Planning's NAICS: 52,523
How many employees does Cadena Financial Planning have?
Cadena Financial Planning has 11-50 employees
What industry does Cadena Financial Planning belong to?
Cadena Financial Planning is in the industry of: Finance, Securities Trading
What is Cadena Financial Planning competition?
Cadena Financial Planning top competitors include: Safe Landing Financial, Lakeside Financial Planning, HSC Wealth Advisors, American Financial Planning
What technology does Cadena Financial Planning use?
Some of the popular technologies that Cadena Financial Planning uses are: reCAPTCHA, Google Font API, Yahoo Small Business Web Hosting, DigiCert
How do I contact Cadena Financial Planning?
Cadena Financial Planning contact info: Phone number: (858) 437-3836 Website: www.cadenafinancial.com
What does Cadena Financial Planning do?

Cadena Financial Planning & Tax Services is an independent fee-only financial planning firm based in San Diego, California, catering to individuals, couples, and business owners. They offer a wide range of services including retirement planning, investment management, tax planning and preparation, estate planning, insurance review, education planni... ng, and cash flow or budget analysis. The firm operates under a fee-only model, adhering to fiduciary standards to ensure that all advice is in the best interest of their clients. Their commitment to providing comprehensive financial plans and hourly financial advice distinguishes them in the financial services industry.Read More

What are Cadena Financial Planning social media links?
Cadena Financial Planning Linkedin page
Is Cadena Financial Planning a public company?
Cadena Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Cadena Financial Planning

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