Best Financial Advisors in Chula Vista

Blue Summit Wealth Management is a financial and wealth management services company that serves clients in Chula Vista and the surrounding areas. It provides a wide range of financial and portfolio management services, such as investment management, financial planning, cash flow analysis, and tax management services. The company is managed by a team of financial advisors who offer various financial strategies to clients to help them achieve their financial goals. Blue Summit Wealth Management is a member of the Financial Planning Association.

Copley Financial Group Inc. has been providing Chula Vista clients with financial advising services for 30 years. Its scope of work ranges from investment management to retirement planning. The company also offers wealth management services, helping clients build up and share their current finances. Tax planning solutions are available as well. The company's founder, Matthew Copley, has conducted educational workshops that cover topics such as the different kinds of annuity and strategies for Social Security benefits.

ESI Financial Services has guided Chula Vista individuals and business owners in navigating their financial situations since 2002. The firm provides financial clarity to clients through holistic financial planning. It also addresses the client’s needs, including retirement planning and insurance review and analysis. Likewise, the firm offers tax and investment advisory services. ESI Financial Services is a member of NAPFA, ACP, and AICPA. The founder, Steven K. Farrington, is a Certified Financial Planner and a certified public accountant.

Established in 2014, Koala Financial, Inc. is an accountancy company serving individuals and small businesses in Chula Vista. With a team of financial professionals, the company provides proper accounting and financial statement services that help business owners determine how much they should be taking in distributions. In addition, it offers business planning, tax planning, audit representation, and real estate services. Koala Financial is owned by Alex Wymore, who graduated with a Master of Arts degree in 2014 and was a military officer for many years.

Bob Burton is a financial and wealth management advisor with LPL Financial, who serves clients in Chula Vista and the surrounding areas. He offers a complete lineup of wealth and financial management services, including investment management, estate conservation, tax management, and retirement planning services. Bob has over nine years of experience in the financial and wealth management industry. He is a Securities Investor Protection Corporation and the Financial Industry Regulatory Authority member. Bob is a Certified Retirement Counselor and a Certified Plan Fiduciary Advisor.

Next Gen Financial Planning provides services to clients in Chula Vista and the surrounding areas. The firm focuses on assisting professionals in their 20s and 40s. Its services include investment management, cash flow management, tax planning, student loan planning, estate planning, and asset protection. In addition, the team collaborates with clients to help them align their finances with their individual goals and values. Steven Fox, the company's founder, serves as a Certified Finacial Planner and a member of The National Association of Personal Financial Advisors.