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El Capitan Advisors

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2017 (8 Years)

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Get to know El Capitan Advisors

El Capitan Advisors, LLC is a full-service, independent wealth management firm based in California's Central Valley. As a registered investment advisor, the firm operates under a fiduciary standard, prioritizing their clients' best interests. Their services encompass a comprehensive approach to financial health, including investment management, retirement planning, estate planning strategies, and insurance analysis. The firm was founded to provide objective, tailored financial advice to individuals, families, and business owners.

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  • Financial Wealth ManagementPRIMARY
  • Financial Banking
  • Financial Other Service

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