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. They have 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. Let's work together to help you achieve your goals.”

“Ashley Gonzalez partners with families and businesses to help them achieve their financial goals. He and his team empathize with their clients when they face "Big Life" decisions and provide solutions to overcome them. Ashley Gonzalez celebrates their financial achievements with them. He retired from the United States Navy as a Chief Logistics Specialist. During his Naval career, he developed core competencies that motivated him to serve his country, community, and Sailors, focusing on being transparent, attentive, and ethical. He is also the president of the Friends of Chula Vista Parks & Recreation and a board member of the National Veterans Transition Service Inc. Their Chula Vista office is dedicated to providing their clients with the highest service possible.”

“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 many different 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.”