Cadena Financial Planning & Tax Services is a California State Registered Investment Advisor located in San Diego, California.

This website provides general information about Cadena Financial Planning & Tax Services and is not intended to offer financial planning or investment advice. The purpose of this site is to provide information about the firm and our philosophy.

The presence of this website on the Internet shall in no direct or indirect way suggest that the firm offers investment advisory services to residents of any state other than the state in which the firm maintains a notice filing.

Cadena Financial Planning & Tax Services provides investment recommendations, tax advice, and financial planning advice only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client's situation.

Cadena Financial Planning & Tax Services receives a fee for services provided and does not receive any commissions from the purchase or sale of any products.

Any links on the Cadena Financial Planning & Tax Services website to other websites are not intended as referrals or endorsements, but are merely provided to the users of the Cadena Financial Planning & Tax Services website for convenience and informational purposes. Cadena Financial Planning & Tax Services does not endorse the content of such websites nor the products or services offered through such websites.