CFP®-certified, active portfolio management financial advisors in Chula Vista, CA

Robert Mckinney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AJM Packaging Corporation and PFS Investments Inc, alongside seven years of service in the US Navy. Outside of his advisory work, he manages a motivational physical fitness business and works as an Instacart shopper. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Adriana Pacheco is a Series 63-licensed financial advisor with Voya Financial Advisors, Inc., where she has worked since 2014. She has 23 years of industry experience. Outside of her advisory role, she is also a professional ballroom dancer who performs at events, competes, and may teach ballroom dancing. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various program structures, with a strong emphasis on non-discretionary, recommendation-based advice.

James Sias is a CFP® professional and principal of Count Your Beans Financial Planning LLC in Bonita, CA. He has worked in the Pipeline Training & Servicing Department since 2014 and is also an independent insurance agent specializing in property and casualty insurance. His insurance activities have been ongoing since 2014, with additional experience in life and health insurance since 2018. Count Your Beans Financial Planning is a fee-based Registered Investment Adviser that serves individuals, high-net-worth clients, and businesses. The firm focuses on passive, low-cost asset allocation and portfolio construction, providing financial planning, investment analysis, and insurance services without discretionary management or asset custody.

Nicholas Kolata is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at Bank of America (Merrill Lynch), Priority Financial Group, and MUFG Union Bank. He is based in Chula Vista, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dilip Gupta is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he owns and serves as a trustee for San Diego Advisors, Inc., where he facilitates practice activities and manages the associated pension plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations supported by proprietary research and planning tools, with optional implementation through brokerage or advisory programs.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.