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.

Video: ECF For Financial Professionals

Hi Everyone. In this video, ECF Founder Sergio will go through the ECF for Financial Professionals service offering. Thank you for tuning in! To schedule a demo, please visit https://elcaminofinancial.com/ or email hello@elcaminofinancial.com. Thank you!

ECF Updates for March 2024

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, …

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

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 …

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ECF Jan 2024 Updates

ECF Recent Updates as of January 2024

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 …

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Know the risks of using a financial data aggregators before you share your data.

The Risks of Migrating from Mint to Other Financial Data Aggregators

The financial world is constantly evolving, and with the ever-growing reliance on technology, managing our finances has never been easier. Many of us are familiar with Mint.com, a popular financial data aggregator that offers a convenient way to consolidate and analyze our financial information. However, Mint.com is shutting down, leading to a rush by other …

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Vlog: ECF March 2023 Updates + Quick Tour!

In this short clip, ECF founder walks you through two amazing features and gives a quick tour of ECF. Stay tuned until the end where he lets you in a big update coming very soon! Enjoy. Don’t forget to sign up today for free!