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Best Financial Advisors in Chula Vista, CA

Our Recommended Top 8

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  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Chula Vista Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.



8Top Picks

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featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by

Chula Vista, CA
Free Consultation Rating

Why choose this provider?

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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Chula Vista, CA Rating

Why choose this provider?

Need help contacting a Financial Advisor in Chula Vista? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

5012 Central Avenue, Bonita, CA 91902 Rating

Review Sources

5.0 (30)
5.0 (13)
4.0 (10)

Why choose this provider?

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.

  • Estate Planning
  • Tax Planning

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

Review Sources

5.0 (6)
5.0 (5)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

405 South Magnolia Avenue, El Cajon, CA 92020 Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

Review Sources

5.0 (48)
5.0 (6)
5.0 (4)

Why choose this provider?

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.

  • Tax Planning

7837 La Mesa Boulevard, La Mesa, CA 91942 Rating

Why choose this provider?

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.

  • Tax Planning

9001 Grossmont Boulevard, La Mesa, CA 91941 Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Chula Vista, CAFree Consultation
Koala Financial, Inc.
5012 Central Avenue, Bonita, CA 91902
Next Gen Financial Planning
2020 Camino Del Rio N Suite 215, San Diego, CA 92108
Mike Rundlett Financial Services
405 South Magnolia Avenue, El Cajon, CA 92020
Copley Financial Group, Inc.
2650 Camino Del Rio North, San Diego, CA 92108
ESI Financial Services
7837 La Mesa Boulevard, La Mesa, CA 91942
Blue Summit Wealth Management
9001 Grossmont Boulevard, La Mesa, CA 91941


  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can you give a Special Power of Attorney to your financial advisor to make financial decisions on your behalf in Chula Vista?

    Yes, you can give a special power of attorney to your financial advisor in Chula Vista. It is the process of granting legal authorization to someone qualified, such as a financial advisor or a lawyer, to make decisions on your behalf. There are generally four types of powers of attorney, and you may seek legal advice on which one will suit your needs.

  • What are the payment options for hiring a financial advisor in Chula Vista?

    Financial advisors in Chula Vista accept a variety of payment methods for their services. Some offer a fee-based service, in which a financial advisor bills you depending on the complexity of your financial assets and plans. Others bill their clients on a commission or hourly basis.

  • When can you get financial reports from your financial advisors in Chula Vista?

    A financial advisor in Chula Vista can provide you with financial reports on a monthly or quarterly basis. Among the documents you may receive are asset allocation reports, account statements, performance statements, and market and economic reports. Providing updates is one of the most important tasks of a financial advisor, as this gives you a complete picture of how your investments are performing.

  • What are the factors that a financial advisor in Chula Vista considers to maximize profits for clients?

    A financial advisor in Chula Vista will have to look at a client's financial standing through a combination of methods, such as risk profiling. There are factors to consider before making any decisions, such as the clients' objectives, which determine whether their needs are long-term or short-term. Other factors to consider are the client's financial capabilities and age.

  • Can a financial advisor work with an estate lawyer for your estate planning needs in Chula Vista?

    Yes, a financial advisor can work with an estate attorney for your estate planning needs in Chula Vista. Having a collaborative financial team can work great for you in many ways, as certified financial planners can handle the financial aspects of the estate while the lawyers can interpret the complex estate laws in California.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.