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Finding the right wealth management firm can be a game-changer for your financial future. Whether you’re preserving generational wealth, optimizing investment strategies, or planning a smooth estate transition, partnering with an experienced wealth management team ensures your financial goals are thoughtfully planned and executed.
If you’re in Chula Vista and seeking expert guidance, consider these respected wealth management firms known for their personalized strategies, fiduciary integrity, and deep understanding of the local financial landscape.
- Gold Path Investment Group
- USbank – Hector Penalosa
- Edward jones – Cesar Padilla
1. Gold Path Investment Group
Gold Path Investment Group offers personalized financial strategies tailored to help clients achieve both short-term and long-term financial goals. Led by founder Kunal Gupta, the firm specializes in wealth management, retirement planning, tax efficiency, and estate planning. With a focus on integrity, collaboration, and client-centric service, Gold Path assists high-net-worth individuals, business owners, and professionals in securing their financial futures. Learn more at Gold Path Investment Group.
2298 Dragonfly St, Chula Vista, CA 91915, USA
8585681700
2. USbank – Hector Penalosa
U.S. Bank’s suite of services encompasses personal and business banking, wealth management, investment services, mortgage and loan products, and payment solutions. The bank’s wealth management division offers tailored strategies in investment management, retirement planning, estate planning, and tax efficiency, ensuring clients’ financial goals are met with precision and care.
For more information or to schedule a consultation, visit usbank.com.
📍 Address: 410 H St, Chula Vista, CA, 91910
📞 Phone: 6196512415
📧 Contact: [email protected]
3. Edward jones – Cesar Padilla
Cesar Padilla, CFP®, is a seasoned financial advisor at Edward Jones, offering personalized financial strategies to individuals and families in Chula Vista, California. With nearly three decades of experience, Padilla specializes in retirement savings, wealth management, estate planning, and charitable giving. His practice is known for its client-focused approach, providing tailored advice to help clients achieve their financial goals.
📍 Address: 329 Third Avenue, Chula Vista, CA 91910
📞 Phone: 6194260733
📧 Contact: [email protected]
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