San Diego, CA Office
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Chokshi & Queen Wealth Advisors
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About
Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans and other institutions, providing asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting, and referrals to third‑party money managers. The firm offers discretionary portfolio management (including through Institutional Intelligent Portfolios™) as well as consulting and written financial plans delivered on a standalone basis.
Portfolios are tailored to client objectives and are continuously monitored and rebalanced, with holdings described to include individual stocks, bonds, ETFs, mutual funds and, where appropriate, options and futures; the firm also uses sub‑advisors to assist in implementation. Its methods combine fundamental, technical, quantitative and sector analysis and include automated model management (IIP) alongside manager due diligence and periodic reviews.
Distinctive features in the brochure include managing roughly $250+ million with a four‑advisor team and about 678 clients, implying a relatively high client load per advisor compared with many peers, and the explicit inclusion of derivatives (options and futures) in managed accounts. The firm’s representatives are licensed insurance agents and also offer tax/accounting services as CPAs, and the firm discloses the availability of performance‑based fee arrangements for qualified clients, each of which creates additional conflicts the firm says it manages.
Based on Chokshi & Queen Wealth Advisors
Expertise
Based on Chokshi & Queen Wealth Advisors
Location
4510 Executive Drive, Suite 203
San Diego CA 92121
Advisors at this office
3
Advisors at this office
Jennifer Q
Series 66
San Diego, CA
Chokshi & Queen Wealth Advisors
Jennifer Queen is a financial advisor with Chokshi & Queen Wealth Advisors in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. She previously worked at VOYA Financial Advisors for seven years before joining CQ Wealth Advisors, Inc., where she has been since 2018. Additionally, Jennifer is an independent insurance agent specializing in the sale of fixed insurance products. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions by providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm combines fundamental, technical, quantitative, and sector analysis with the use of sub-advisors and automated model management to tailor portfolios to client objectives.
Stephen S
CFP®, Series 63, Series 66
San Diego, CA
Chokshi & Queen Wealth Advisors
Stephen Solomon is a CFP® with 32 years of industry experience and currently practices at Chokshi & Queen Wealth Advisors. His career includes roles at VOYA Financial Advisors and operating under Steve Solomon Financial. He also works as an independent insurance agent selling fixed insurance products. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions with asset management, financial planning, and retirement consulting. The firm employs a combination of fundamental, technical, quantitative, and sector analysis, offering discretionary portfolio management and standalone financial plans.
Nimai C
Series 63, Series 65
San Diego, CA
Chokshi & Queen Wealth Advisors
Nimai Chokshi is a financial advisor with Chokshi & Queen Wealth Advisors in San Diego, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Advisor Networks LLC. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm manages portfolios using a combination of fundamental, technical, quantitative, and sector analysis, incorporating a range of investment vehicles including derivatives and sub-advisors.
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