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Author name: SC

Sergio is the founder of ECF and has 10 years in the wealth management industry serving the San Francisco Bay Area. He studied Economics at San Jose State University. He also holds a certificate in Financial Planning from the UC Berkeley Extension. He enjoys running and cycling during his free time.

El Camino Financial and CSSI Solutions Announce Partnership

Financial Professionals / /

New integration provides new and breakaway advisors with financial planning capabilities within a broader turnkey solution FOR IMMEDIATE RELEASE San Rafael, CA — January 15, 2026 El Camino Financial (ECF), a financial planning tool built for advisors looking to enhance the client experience, today announces a partnership with CSSI Solutions, a financial technology solutions provider that will give ECF access to advisors ECF wouldn’t naturally meet.

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ECF 2026 ANNOUNCEMENT

Something Big Is Coming: Partnership Announcement on January 1, 2026

Financial Professionals, Updates / /

UPDATE: ECF’s BIG announcement has been delayed to January 15, 2026. Thank you for your patience! ECF is excited continue to provide the best Financial Planning tool for Financial Advisors in 2026! As we enter 2026, we’re excited to share that El Camino Financial will be announcing a new partnership on January 1, 2026. This upcoming partnership is centered on supporting financial planners with better infrastructure tools designed for how financial planning firms actually operate.

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ECF Connect: 4 Security Features To Support Modern Financial Advisors

Financial Security / /

As a financial advisor, you have a duty to keep your clients’ personally identifiable information (PII) safe and secure. In the old days, that meant keeping file cabinets locked and a paper shredder handy. However, today’s advisory firms rely on technology to provide a modern client experience. No longer confined to paper records, your client data is now digitized and often stored on cloud-based platforms.

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OCTOBER 2025 UPDATES

ECF Product Updates: Designed to Enable Better Financial Planning Conversations

Updates / /

Are your tech tools helping or hurting your conversations with clients? Many advisors find themselves stuck with legacy platforms that are difficult to use, loaded down with unnecessary features, time-intensive to manage, and don’t allow for seamless collaboration with anyone—team members or clients. ECF set out to create a platform that unifies client data in one place and makes it easy to share all that information with clients in your care. When you and your clients can see a complete financial picture, you can have better conversations about where they stand today, what goals they want to reach tomorrow, and how to get there.

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ECF: More Than A Top-Tier Financial Planning Application

Financial Professionals, Mobile Apps, Retirement, Updates / /

At the heart of ECF is a suite of top-tier financial planning applications built to support and elevate your work as an advisor. However, ECF is more than a financial planning tool. It’s about delivering a personalized, engaging experience for your clients and streamlining your practice with our unique productivity features. Let’s explore a few features that make ECF unique.

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ECF Updates for March 2024

Updates / /

Dear ECF Members, I’m excited to share some important updates with you regarding ECF. While it’s never easy to make big decisions, we believe these changes will ultimately enhance your experience with our platform. Firstly, we’re shifting our focus to better serve the unique needs of both individual users and financial professionals. As a result, we’ll be discontinuing web application access for individual users. But don’t worry! You can still access ECF seamlessly through our mobile app, available for download on both the iOS App Store and Google Play Store. Simply visit our website homepage for quick access. ECF on the iOS App Store ECF on the Google Play Store Why the change? We’ve observed that our individual members prefer the convenience of our mobile app, while financial professionals rely more heavily on the web application. By tailoring each platform to its respective audience, we can provide you with a more personalized experience. Plus, rest assured that our mission to offer accessible financial tools and education remains unchanged. If you’re an individual member with concerns or feedback about this transition, please reach out to us at hello@elcaminofinancial.com. Your input is invaluable as we continue to evolve. But that’s not all! We’re thrilled to announce a series of exciting updates coming to our mobile apps in the coming weeks: And that’s just the beginning! We’re committed to delivering the best possible financial planning tool, and these updates represent just a glimpse of what’s to come. Thank you for your ongoing support of ECF. Together, we’re building something truly special. Warm regards, Sergio

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ECF Joins Personal Finance Podcast Strive to FI w/ Joseph Hadaway

Education, Financial Security, Interview, Mobile Apps, Welcome / /

ECF’s Sergio Campos had the pleasure of joining Joseph Hadaway on his Podcast Strive to FI. Strive to FI is a podcast focused on personal finance. In this episode of Strive to FI, Sergio shares the story of ECF and what makes it the best personal finance app on the market! If you have not signed up for ECF, you can register today at https://elcaminofinancial.com/login. You can watch other great episodes of Strive to FI at http://www.youtube.com/@strivetofi. Enjoy!

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ECF Jan 2024 Updates

ECF Recent Updates as of January 2024

Updates / /

We have released a number of updates in the last couple of months. You may have seen them in the ECF app already. These updates demonstrate our commitment to ECF customer satisfaction and product improvement by incorporating feedback from customers. The focus on security measures like email verification and account suspension, along with added functionalities such as exporting reports and sharing previews, contributes to a more robust and user-friendly experience within the ECF app. Email verification We now have email verification when a new user signs up for ECF. This helps prevent fraudulent accounts on ECF. When someone signs up for ECF, they will receive a unique link in an email that they to click on to verify their account. Reset Buttons Added “Reset” and “Reset All” buttons in the New Snapshot process, enabling users to reset specific sections or all information within the New Snapshot process. These features are displayed within the green boxes on the right side of the screenshot below. Search Snapshot History ECF users can now search for past Snapshots in the Home page by using the Search box or filter by a date range. These features are displayed within the green boxes below. Export PDF Snapshot Report ECF users can now export a PDF report of their ECF Snapshots. You can do this by clicking on the download button located in the top right of the ECF Snapshot Dashboard. Suspend account You can now suspend your ECF account from the Profile section within the ECF web application. Share Snapshot preview When ECF users share a Snapshot with someone, the recipient can now see a preview of the Snapshot. The Recipient will have to log into ECF to see the full Snapshot and save the Snapshot in their account. Ask for Help ECF users can now submit comments, questions, and feedback with the Help tab. Invite a Friend ECF users can now invite a friend using the Invite a Friend tab.

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