Gold Path Investment Group
“I would like to thank him for all the financial advice he has given me regarding my education funds and investments.”
Best Financial Advisors near Chula Vista, CA
We have 3 firms in Chula Vista on file, and all of them are on this list, along with 12 from San Diego (9, 15 mi), La Mesa (2, 10 mi) and National City (1, 6 mi).
2 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Sevilla Registration Services
“Mobile she will come anytime 24 hrs 7 days a week.”
Strathmore & Kinghorn
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San Diego Business Advisors
“My wife and I have been using San Diego Business Advisors for years now because they are professional, organized, friendly and honest.”
Copley Financial Group
“Their amiable, smart and responsive team has made our communications easy and efficient, explaining options and never talking over our heads.”
Pure Financial Advisors
“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
The 15 firms listed for Chula Vista, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Chula Vista, CA
14 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 162 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (82%), responsiveness (73%) and value (50%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (3), business services (2) and financial planning (2). 2 show a license on their websites and 6 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers payment plans; 4 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 14 of the firms on this page; 14 publish a contact page; 11 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Chula Vista listed here?
3 of the 15 firms are located in Chula Vista. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Carrasco Group
“They are excellent people and the truth is that we fell into excellent hands after so many false hopes that others gave us and they only took away the little money we had and God gave us On the way to these wonderful people we thank you enormously for all the support that God continue to give you many more years of your support 😍 I recommend you to all my friends for taxes and to fix your papers 😍”
Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial
“Been with Tom and LPL for over 10 years and have a great financial program with him.”
Creative Capital Management Investments
Carl Hakenjos & Associates
“Carl offers incredibly reasonable pricing, ensuring we never feel taken advantage of.”
Accounting and Payroll Services
“Saved us time in the process and they now do our corporate work and accounting as well.”
Bookkeeping and Tax Pros
“I highly recommend her if you are looking for tax services in the San Diego area!”
Next Gen Financial Planning
“I have had Next Gen in charge of my investments for several years now and they are always on top of things.”
Sage Financial Planning
“She is doing something that no other financial planner is doing: working with first gen folks in their 20's and 30's who are passionate about changing social systems and in need of financial literacy/support.”
SFS Life Settlements
“I would recommend anyone who is interested in a life settlement to consult with Phil and see the value and quality of service they can provide.”
Why these companies made our list
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