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Best Financial Advisors in Chula Vista

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Chula Vista, CAChula Vista, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Chula Vista, CAChula Vista, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

9001 Grossmont Boulevard, La Mesa, CA 91941
La Mesa, CA 91941
Instagram
  • Certified Financial Planner (CFP)

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.

9001 Grossmont Boulevard, La Mesa, CA 91941
La Mesa, CA 91941

InstagramWebsite(619) 698-4330

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2650 Camino Del Rio North, San Diego, CA 92108
San Diego, CA 92108
Instagram
  • Tax Planning

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.

2650 Camino Del Rio North, San Diego, CA 92108
San Diego, CA 92108

InstagramWebsite(619) 294-6008

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

58 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7837 La Mesa Boulevard, La Mesa, CA 91942
La Mesa, CA 91942
  • Tax Planning

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.

7837 La Mesa Boulevard, La Mesa, CA 91942
La Mesa, CA 91942

Website(619) 328-5054

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

El Cajon, CA 91941El Cajon, CA 91941

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 91941El Cajon, CA 91941

Website(888) 899-1439

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La Mesa, CA 91941La Mesa, CA 91941

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 91941La Mesa, CA 91941

Website(619) 465-9920

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5012 Central Avenue, Bonita, CA 91902
Bonita, CA 91902
  • Estate Planning
  • Tax Planning

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.

5012 Central Avenue, Bonita, CA 91902
Bonita, CA 91902

Website(619) 475-5542

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

53 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

405 South Magnolia Avenue, El Cajon, CA 92020
El Cajon, CA 92020
  • Certified Financial Planner (CFP)

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.

405 South Magnolia Avenue, El Cajon, CA 92020
El Cajon, CA 92020

Website(619) 588-8820

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2020 Camino Del Rio N Suite 215, San Diego, CA 92108
San Diego, CA 92108
  • Certified Financial Planner (CFP)

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.

2020 Camino Del Rio N Suite 215, San Diego, CA 92108
San Diego, CA 92108

Website(619) 363-5187

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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