Cadena Financial Planning & Tax Services is an independent fee-only financial planning firm located in San Diego, California. We provide financial and tax planning services to individuals, couples, and business owners. Our services range from hourly financial advice for consultations to comprehensive financial plans. We offer services in the following areas:

   • Retirement Planning
   • Investment Management
   • Tax Planning & Preparation
   • Estate Planning
   • Insurance Review
   • Education Planning
   • Cash Flow or Budget Analysis
   • Additional Financial Planning

We have a fee-only commitment that adheres to fiduciary standards to ensure that we will provide advice that is in your best interest. We provide all of our services for a fee and do not receive any commissions from the purchase or sale of any products.

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