California is known as "The Golden State" and when we think of our great state we immediately think of three things: The Pacific Ocean, loads of Sunshine, and the El Camino Real or "The Kings Highway." Over 200 years ago it was a dirt path, but now its mostly known as US Highway 101, running over 600 miles from San Diego in Southern California to Sonoma in Northern California's famous Wine Country. A journey along the El Camino Real will stun the traveler with fantastic scenary and 555 Old Mission style bells to mark the way. The bells were first installed in 1906 as "trail marker's" for early automobile enthusiasts. We named our company El Camino Real Financial Advisors with the same goal in mind. To help investors find there way.

 
 

About Us

El Camino Real Financial Advisors is a privately held, independent Registered Investment Advisor or "RIA." Our firm offers investment management services and products, including retirement planning, insurance both life and annuities, to individuals and families, foundations, endowments and businesses. We are headquartered in La Jolla, CA and service clients across the United States. We are dedicated to integrity and independence. Advisor Biographies



Client Services:

Portfolio Management

Financial & Estate Planning

Charatable Gifting

Retirement Account Rollovers

IRA's, 401(k)'s, 403(b)'s, 529's

Annuities and Life Insurance

Business Accounts


 
 

El Camino Real Financial Advisors, (ECRFA) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not exemmpt, filed notice, or registered. ECRFA provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. ECRFA does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs. Third-Party Websites: Some links on this website will direct you to third-party sites.  ECRFA is not responsible for the content or information provided by these third-party organizations.

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and El Camino Real Financial Advisors are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA| SIPC | NFA TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

El Camino Real Financial Advisors: 4180 La Jolla Village Drive: Suite 410: La Jolla, CA 92037 Phone 800.305.6115 Fax 866.709.1174 2011 All Rights Reserved.

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