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Jennifer Q
Series 66
San Diego, CA
Chokshi & Queen Wealth Advisors
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 S
CFP®, Series 63, Series 66
San Diego, CA
Chokshi & Queen Wealth Advisors
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.
Nimai C
Series 63, Series 65
San Diego, CA
Chokshi & Queen Wealth Advisors
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.
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