CRD: 135892
Cadena Financial Planning & TAX Services
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-24-2005
- Office Locations
- 1
Office Locations
About Cadena Financial Planning & TAX Services
Cadena Financial Planning & Tax Services is an independent, fee-only fiduciary firm in San Diego serving individuals, couples, and business owners. The practice provides hourly advice through comprehensive planning, with integrated investment management plus tax planning and preparation, alongside retirement, estate, insurance, education, and cash-flow planning. Portfolios are primarily ETF-based with a municipal bond allocation, and clients access accounts via a NetXInvestor portal.
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Owner & Executives
Daniel Owen Cadena
Chief Executive Officer, Principal
- CRD
- #6727592
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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