The Best Financial Advisors in Chula Vista

Here is our List of the 10 Chula Vista Financial Advisor
Blue Summit Wealth Management – Sustainable Investing

At BLUE SUMMIT Wealth Management we provide peace of mind through disciplined financial planning and socially responsible investment management. Our clients experience a relationship with their advisor that is broader and deeper than with any other professional.

Our clients enjoy clarity and confidence knowing they have a sound strategy and an experienced team working to ensure their life goals are being met while helping to create a better world.

Our Vision is to be the most trusted and prominent financial services firm in the U.S. specializing in Sustainable and Socially Responsible Investing (SRI). It is our vision that every one of our clients feels secure having financial peace of mind, a sound financial plan, and a team of caring professionals behind them.

Our clients will have a deep sense of fulfillment knowing their investments are creating a sustainable world. Our Values are deeply ingrained in our corporate culture and permeate through all aspects of the Blue Summit client experience.

Services

  • SUSTAINABLE INVESTING FOR SOCIALLY CONSCIOUS INVESTORS
  • RETIREMENT PLANNING
  • COMPREHENSIVE FINANCIAL PLANNING INCLUDING LIFE GOALS ASSESSMENT
  • CASH FLOW ANALYSIS
  • TAX PLANNING
  • ESTATE PLANNING
9001 Grossmont Blvd. #718 La Mesa CA 91941
ESI Financial Services

At ESI Financial Services, we provide fee-only, holistic financial planning in the La Mesa and greater San Diego, CA area. Our years of experience have taught us that the best financial planning happens only after getting to know you and your unique situation and goals.

We are dedicated to building relationships with our clients, and we do this by always taking the extra time to really listen to your specific needs and concerns. We work diligently to provide you with an integrated plan that allows you to easily understand where you are currently, and help get you on track to where you want to be in the future.

We make a point to get to know each of our clients individually so we can serve them better. Through tax planning, financial planning, and investment services, we provide comprehensive solutions to meet your personal and business needs.

We believe financial planning is an on-going process, not an event. Once we have an initial plan in place, we monitor our assumptions and the new factors that life presents, and adjust accordingly in subsequent years.

Services

  • Tax planning and Preparation
  • Investment Strategy and Implementation
  • Insurance Review and Analysis
  • Estate Planning Review and Analysis
  • Retirement Planning
  • Cash Flow Analysis
7837 La Mesa Blvd La Mesa, CA 91942
J2X Wealth Advisors LLC

J2X Legacy Advisors LLC, is a advisory and wealth management firm serving families and organizations who are seeking investment strategies that are consistent with their Christian values. We work with Christians to develop and maintain their wealth as well as craft a legacy for themselves and their families.

J2X Legacy Advisors LLC is a boutique investment and wealth management firm serving individuals and families who are seeking investment strategies that are consistent with their Christian values. We work with Christians to develop and maintain their wealth as well as craft a legacy for themselves and their families.

We recognize and understand that you see your wealth not as an end in itself but as a tool that will allow you to develop an emotionally and spiritually rich life, so that you can do well for yourself, your family and your community.

Services

  • Our Private Wealth Development
    Services are for individuals and families who are looking to build their wealth so that they can achieve their long-term financial goals.
  • Our Private Wealth Management
    Service is for those clients who are seeking customized strategies that will help them manage their existing wealth in a way that is consistent with their values.
  • Our Legacy Planning
    Services are for those who want to develop strategies that will allow them to use their wealth to have a lasting impact on their community and the world.
4969 Vista Arroyo La Mesa, CA 91941
Knox Financial

Our first priority is to take care of you and your family, at whatever stage of life you’re at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting an investment portfolio to meet your financial goals and objectives.

Knox Financial is an integrated financial services company founded in 1999 in La Mesa, California by Grant Knox. Through SagePoint Financial, our firm provides goals-based financial planning to individuals, families, and small businesses utilizing investment, insurance and real estate strategies.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

We are a fee-based firm, meaning most of our revenue comes from the fees paid for financial planning and/or investment management services. On occasion, when we feel it is in the best interest of our client, we may use a commissionable product. All fees are clearly disclosed.

9120 Spice Street La Mesa, CA 91941
Mike Rundlett Financial Services

Mike Rundlett is an LPL Financial Advisor and sole owner of Mike Rundlett Financial Services, and is a Registered Representative with LPL Financial, an independent Broker/Dealer and Registered Investment Advisor.

Mike has extensive experience and formal training in financial and investment practices, earning and maintaining the CFP® and AIF designations, along with various insurance licenses and investment registrations.

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.

Our mission is to help people achieve confidence regarding financial issues so they can experience life to the fullest, in control and with purpose. We seek to help reduce stress and uncertainty through a thoughtful, deliberate process that answers three questions:

Where are you now? Where do you want to go? How do you plan to get there? Through this experience it is our desire to develop rich, long term relationships rooted in trust, confidence and mutual respect.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services through LPL Financial.

Services

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products
405 South Magnolia Avenue El Cajon, CA 92020
Edward Jones

After a successful 14-year career in the hospitality industry, I established the 12th Edward Jones branch in San Diego County in 1993 here in Bonita. From my hotel management background, I brought a sense of “client-first service” to my new career, which has served my Edward Jones clients well over the years.

My most valuable partner and senior branch office administrator, Valda Medina, and I have worked together as a team for over 22 years. Every strategy we offer and every solution we recommend is based on what is most important to you. Once we understand your priorities and tolerance for risk, we can help you identify specific financial goals and develop the strategies needed to achieve them.

I have been active in business and civic affairs in Bonita for many years. I served as a member of the Bonita Business & Professional Association for over 15 years and I have been a member of the Bonita Optimist Club for the past 22 years.

Chula Vista. USA
Pure Financial Private Wealth

It’s not just about your money, it’s about your life. Pure Financial private wealth management professionals understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, our team of Certified Financial Planners™ can help you get the right information so you can make the best decisions for your financial future. Here’s what’s included in your free assessment:

  • Clearly define your financial and retirement plans, goals, and objectives
  • Strategies to increase income
  • Strategies to minimize taxes
  • Assess portfolio for alignment of financial goals with investments
  • Create realistic expectations
3131 Camino Del Rio North, Suite 1550 San Diego, CA 92108
Workable Wealth

I used to have anxiety around money until 15 years ago when I learned that you can control it instead of letting it control you.

I’m on a mission to make financial planning fun, educational and accessible. As a CERTIFIED FINANCIAL PLANNER™ I work as a financial coach, writer and speaker to help clients, readers and audiences make smart, well-informed choices with their money. I tackle the subject of finances in an open, honest and encouraging way so that you can enjoy and engage with your money in a way that maybe you haven’t before.

Whether you’re a professional or entrepreneurial woman, young couple or family, or military family (or some combination of all of these) – we’re going to work together to help you live an organized and stress-free life around money that gives you the confidence and security you deserve.

We utilize a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help you organize, gain confidence and build security in your financial life. When it comes to money and finances, education and compassion are key. We make sure to talk through any topics you don’t understand, organize information in a way that makes sense, always look out for your best interest, never judge, and even when it’s tough, tell you the things you may need to hear. 

Chula Vista. USA

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria