A complete list of active advisors currently associated with Chokshi & Queen Wealth Advisors

Warmer can help you find a great advisor at Chokshi & Queen Wealth Advisors or one who fits your needs even better.

Chokshi & Queen Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting, and may recommend or use third‑party money managers and Schwab’s Institutional Intelligent Portfolios for some clients. Portfolios are tailored and monitored regularly, with investment mixes that can include individual stocks, bonds, ETFs, options, futures and other public and private securities; the firm uses fundamental, technical, quantitative and qualitative analysis and may rebalance or adjust allocations as client circumstances change. It delivers both discretionary management and one‑off planning or consulting engagements, and may implement systematic rebalancing and tax‑loss harvesting when clients elect program-based solutions. Distinctive features in the brochure include a relatively large client roster for a four‑advisor team (678 clients), resulting in a higher client load per advisor than many peers, and the explicit use of derivatives (options and futures) within managed portfolios. The firm also notes the availability of performance‑based fee arrangements for qualified clients and that some representatives are licensed insurance agents and CPAs who can provide insurance and tax/accounting services under separate engagements.

To learn more about the advisors currently working at Chokshi & Queen Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Chokshi & Queen Wealth Advisors's office locations.

Name	Location	Years of experience
Nimai Chokshi	San Diego, CA	22
Nitai Chokshi	Irvine, CA	1
Jennifer Queen	San Diego, CA	20
Stephen Solomon	San Diego, CA	32

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