Jennifer Queen is a financial advisor at Chokshi & Queen Wealth Advisors with 19 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors for seven years before joining her current firm. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance product sales. Chokshi & Queen Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm offers tailored portfolios using a combination of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation, along with services that include discretionary asset management, retirement plan consulting, and access to institutional platforms.

Stephen Solomon is a CFP® with 32 years of experience in financial advisory. He is currently with Chokshi & Queen Wealth Advisors and has previously worked at VOYA Financial Advisors and operated his own practice. He is also an independent insurance agent specializing in fixed insurance product sales. Chokshi & Queen Wealth Advisors serves individuals, retirement plans, trusts, estates, and business clients with investment advisory and financial planning services, employing a mix of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation to build tailored portfolios.

Nitai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Tillys Inc and Chokshi & Shah CPA. Outside of advisory work, he serves as an assurance partner providing audit and accounting services through Nitai & Company Financial Group. Chokshi & Queen Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm provides tailored portfolio management using a mix of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation, alongside services such as tax-loss harvesting and retirement plan consulting.

Nimai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and Cetera Advisor Networks. Chokshi & Queen Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm offers tailored portfolio management, retirement plan consulting, and access to institutional platforms, using a combination of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation.