The Firm In 2011, El Camino Real Financial Advisors filed as a privately held, fee based, independent, "RIA" i.e. Registered Investment Advisor. Our firm offers Investment management services including portfolio management, retirement planning, insurance both life and annuities, through strategic relationships to individuals and small businesses. We are headquartered in Santa Teresa, NM and service clients across the United States. El Camino Real Financial Advisors does this with the highest level of trust, integrity and fiduciary respect.
The Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Our Services
Annuities - Immediate, Fixed, Indexed and Variable
Asset Allocation
College and Higher Education Planning - 529 Plans, Education Savings Accounts
Estate, Financial, and Retirement Planning
Investment Advisory Programs - Sub Account Manager Research and Selection
Common Stocks, Preferred Stocks, Exchange Traded Funds i.e. ETF's, Mutual Funds, Unit Investment Trusts i.e. UIT's,
Fixed Income Investments - Certificates of Deposit, Collateralized Mortgage Obligations (CMO's), Corporate Notes, Bonds, Municipal Bonds, Government and Agency Securities.
El Camino Real Financial Advisors does not offer proprietary products. The products and services are provided through our agreements with our custodians and/or insurance companies and as such are subject to change without notice. Also, the products and services provided are not offered by all custodians. Ask our representatives about any details.
Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. El Camino Real Financial Advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Insurance and annuity products are offered through licensed insurance companies and are not affiliated with El Camino Real Financial Advisors. Trust services are provided by various Trust Companies and their agents and are not affiliated with El Camino Real Financial Advisors.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Charles Schwab Corporation and El Camino Real Financial Advisors are not affiliated. Interactive Brokers, IBSM, InteractiveBrokers.com, Interactive Analytics, IB Smart RoutingSM, PortfolioAnalyst, IB Trader WorkstationSM and One World, One AccountSM are service marks and/or trademarks of Interactive Brokers LLC. Interactive Brokers and El Camino Real Financial Advisors are not affiliated.
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity
