3 Best Financial Services in Chula Vista, CA

"Robert Allen McClinton's goal is to help you reach your savings goals while providing the highest-quality client experience. He provides access to solutions and services from some of the world's most recognizable companies. Primerica has a wide range of products and programs that offer an investment solution for everyone. Primerica has been committed to helping families save and invest for their futures. With approximately 2.5 million client accounts, they offer the best solutions aimed to help families achieve their financial goals. Primerica is a financial services company for everyone. They work together with clients to help you achieve your goals.

"Gold Path Investment Group, LLC goes above and beyond to provide each client with the individualized attention, service, and care they deserve. Kunal Gupta is the founder of Gold Path Investment Group, LLC. Kunal has earned the Chartered Financial Analyst (CFA) designation. He also holds an MBA from Washington University in St. Louis and a bachelor’s degree in economics from Wake Forest University. He is a highly experienced finance expert with over a decade of professional experience in corporate finance and wealth management. Kunal most recently served as a CFO to various financial advisor firms, where he played an integral role in helping these firms grow revenue, reduce costs, improve profitability, refine long-term strategies, and engage in M&A transactions.