Top financial advisors working with LGBTQIA clients 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.

John Baggett is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he rents a room in his secondary residence to a friend. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Raymond Conboy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1998, beginning his career at Prudential Securities before joining Banc of America Investments in 2003, where he continues to provide financial advisory services. Raymond works with wealthy families, business owners, businesses, and non-profit organizations, assisting them in recognizing, understanding, and realizing their priorities and goals. His expertise encompasses areas such as divorce transition planning, services for endowments, foundations, and non-profits, investment consulting for defined contribution and benefit plans, LGBT wealth planning, liquidity management, philanthropic planning, socially responsible and ESG investing, and tax minimization. Raymond aims to preserve and grow his clients' assets leveraging the broad financial capabilities of Merrill alongside the banking services of Bank of America. Raymond earned an Associate's Degree from Galway Mayo Institute of Technology and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Originally from Ireland, he moved to the United States in his early twenties. Outside of work, Raymond engages in hiking, triathlons, open water swimming, music, refereeing soccer, and spending time with his family. He also volunteers with organizations in his community, reflecting his commitment to community involvement.

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Discover The Freedom Of Financial Clarity with Orchard Financial Group! At Orchard Financial, we empower you financially in a judgment-free zone, providing practical guidance in a welcoming and inclusive environment. Ideal for individuals and families who appreciate clear, straightforward advice in a relaxed setting where you're safe and valued. Are We the Right Fit for You? We're experts in supporting queer individuals and families with specialized knowledge in LGBTQ+ financial areas such as estate planning, family planning, and gender-affirming care costs. We also serve non-queer families looking for a personalized and non-judgmental approach to financial planning. Facing unique challenges or seeking direct financial guidance? Contact us to see how we can assist you. How Can We Work Together? The Total Package: Designed for those with substantial assets, this service offers thorough financial planning and investment management. Benefit from clear, actionable advice and a dynamic, evolving roadmap. Regular check-ins help us focus on growing your wealth with steadfast support. Makin' Money Moves: Ideal for clients needing a one-time, comprehensive financial plan. We begin with a detailed strategy session and support you in implementing it. Over three months, we'll develop a customized financial strategy with a clear action plan and success roadmap. Project Work: With our tailored project-based services, you can target specific financial goals. Whether you're making a significant purchase or optimizing savings, we provide personal, actionable strategies tailored to meet your needs. Orchard Financial Group is a proud woman-owned, queer-owned, and Certified LGBTBE® business. As a fee-only fiduciary and independent advisor, we commit to unbiased, trustworthy advice without any commission. Together, let's balance your finances with your dreams.