Financial advisors and lenders · California

Financial advisors and lenders in Encinitas, CA

95 financial advisors in Encinitas with phone numbers, 28 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Encinitas list freeSee a sample
95
businesses
100%
have a phone number
29%
have an email address (28)
—
average Google rating
Sample

A sample of financial advisors and lenders in Encinitas

Twelve of the 95 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Walter A Bowser II, AAMS®Financial Service; Legal Service—Yes(760) •••-••••Available
Ryan Schaefer | New American FundingFinancial Service; Legal Service—Yes(760) •••-••••Available
Kolby Gibson - APM MortgageFinancial Service; Legal Service—Yes(760) •••-••••Available
Dave Pennington at CrossCountry MortgageLoans Agency—Yes(619) •••-••••Available
Liberty Tax inside WalmartFinancial Service; Legal Service—Yes(760) •••-••••Available
Stone Steps FinancialFinancial Service; Legal Service—Yes(760) •••-••••Available
Drop MortgageLoans Agency—Yes(760) •••-••••Available
Douglas Capital StrategiesFinancial Planner—Yes(760) •••-••••Available
Equation TechnologiesIT Service; Financial Service; Legal Service—Yes(760) •••-••••Available
IFC MortgageFinancial Service; Legal Service—Yes(760) •••-••••Available
CRAIG WORKINGER CPAS INCFinancial Service; Legal Service—Yes(760) •••-••••Available
Diana Tracy - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(760) •••-••••Available

Showing 12 of 95. Data refreshed October 2026.

The market

What Encinitas's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 95 have no rating yet — prime prospects for review and reputation services.
30 (32%) have no website listed — a ready-made list for web design and SEO offers.
31% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service47
  • Loans Agency18
  • Financial Planner17
  • Financial Service3
  • Insurance Agency; Financial Service; Legal Service2
  • Real Estate Agency; Financial Service; Legal Service2

Area codes

  • (760)66
  • (858)14
  • (619)8
  • (888)2
  • (844)1
  • (212)1
Playbook

How to sell to financial advisors in Encinitas

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Encinitas financial advisors leads

How many financial advisors and lenders in Encinitas, CA are in the database?
95 financial advisors and lenders in Encinitas, CA, as of October 2026. 95 of them have a phone number and 28 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Encinitas list of 95 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in Encinitas

RestaurantsSalons and spasGyms and fitness studiosReal estate officesEverything in Encinitas →

Start calling Encinitas financial advisors today

25 free credits, no card. Search "financial advisors in Encinitas" and unlock your first 25 contacts.

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