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Laurels

Best Financial Advisors in Chula Vista
2019

We Looked at 56 Financial Advisors serving Chula Vista and Picked the Top 6

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Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Chula Vista, CA.

Reviewed Curated Top Picks 56 36 6

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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Blue Summit Wealth Management - Sustainable Investing

Blue Summit Wealth Management offers life planning services with a focus on sustainable investments and social responsibility. Founded over 20 years ago by Judith L. Seid, CFP, the company has developed financial planning services that connect individuals, families, and businesses with their goals. Blue Summit Wealth Management offers cash flow analysis, insurance, and long term care goals, sustainable investing services, life insurance, tax planning, and estate planning services. They begin with an evaluation of your life goals and needs and help you build a socially conscious plan that addresses all areas of your plan. Continued monitoring and evaluations services are part of the program. For business, Blue Summit Wealth Management helps you establish a 401k plan for your employees based on sustainable and socially conscious factors. Additionally, the planners help your company manage the 401k fund, including tax issues. Blue Summit Wealth Management is located in La Mesa.

La Mesa, CA 91941 (619) 698-4330

Website

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Cartmill Wealth Management

Cartmill Wealth Management is a San Diego-based financial planning firm founded by John D. Cartmill. The financial planning firm serves businesses and individuals that require extensive planning for their wealth management. Cartmill Wealth Management was voted “5 Star Best in Customer Service Wealth Manager” from 2013-2016 by San Diego Magazine. This financial management company offers comprehensive personal financial planning, asset management and allocation services, investment analysis, retirement planning, insurance planning, estate planning, and charitable contribution services. All services are fee-based and conducted through LPL Financial services. Cartmill Wealth Management is an LPL-certified Financial investment advisory company. Cartmill Wealth Management makes additional recommendations as your portfolios grow and your needs change.

El Cajon, CA 92019 (619) 579-1918

Website

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ESI Financial Services

ESI Financial Services was founded in 2002 by Steve K. Farrington, CPA, CFP. The company is located in La Mesa and also serves the greater San Diego area. Focusing on whole-life planning and financial planning options for businesses, ESI Financial Services provides the following services to its clients: fee-based financial planning services, tax planning and strategies, and investment advisory services to individuals, families, and businesses. Its finance professionals devote significant time discovering what goals its clients wish to achieve and what their ideal timeline looks like. Using this information, ESI Financial Services builds a comprehensive financial plan for each client to help them achieve these goals. ESI Financial Services also reviews the performance of individual portfolios regularly to make sure clients are meeting their goals or to make necessary adjustments.

La Mesa, CA 91942 (619) 328-5054

Website

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J2X Wealth Advisors LLC

J2x Legacy Advisors is a wealth management company that focuses on helping people make financial plans that follow Christian values. Founded by Carie Phelps and located in La Mesa, J2x Legacy Advisors focuses on helping Christian build and retain wealth to create a legacy for their future generations. Designed as a boutique financial planning service, the company works diligently to provide investment strategies that are in sync with their clients' beliefs. It offers services that include private wealth development through careful investment and tax strategies, cash flow management and distribution of assets, estate planning services, and insurance services. Additionally, J2x Legacy Advisors has dedicated services for legacy planning; its competent team of advisors helps clients leave a lasting impact on the community through charitable contributions.

El Cajon, CA 91941 (888) 899-1439

Website

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Knox Financial

Knox Financial is a full-service financial planning and strategy company founded in 1999 in La Mesa. The company was established by Grant Knox, who currently manages the firm. Most of its clients have a net worth of at least $250,000. Knox Financial doesn't restrict its clients, however, and offers services to those with lower asset values. Knox Financial also provides financial planning services for businesses. Services provided by Knox Financial include Financial planning for every stage of life, insurance products and planning, investment management, real estate, and mortgage services. Knox Financial also offers extensive services for businesses that wish to establish retirement funds for their employees. Knox Financial is a fee-based financial planning service and only offers commission-based products that serve the very best interest of its client. The firm is very active in the real estate investment industry and can help clients choose investment properties as well as business and private properties. Knox Financial also provides both private and business clients with mortgage qualifying services.

La Mesa, CA 91941 (619) 465-9920

Website

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Mike Rundlett Financial Services

Mike Rundlett Financial Services is a full-service financial planning company located in El Cajon. Established in 1991, this financial planning company offers extensive services for individuals and families at every stage of their life. Mike Rundlett Financial Services offers the following comprehensive services: financial goal setting and planning, investment strategies, tax strategies, estate planning and conservation, insurance, and annuity policies. Mike Rundlett Financial services base their financial plans on three main questions: Where are you now, where do you want to be, and how do you plan to get there? These three questions are the basis of a great financial plan. As customers answer these questions, the firm's financial advisers create a comprehensive strategy to help clients their end financial goals. Mike Rundlett Financial Services also schedules follow up services with all clients for continued monitoring of their financial progress and goals.

El Cajon, CA 92020 (619) 588-8820

Website

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Here's what you'll get:

  • In-person meeting with pre-screened advisor
  • Review of current investments
  • Expert financial insight
  • Confidential service

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