3 Best Financial Services in Chula Vista, CA

“Ashley Gonzalez is a valued financial advisor at Edward Jones since 2016. As a Financial Advisor, he 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. They celebrate their financial achievements with them. Their clients are educated on investments and services provided and coached through the markets' downs and ups. In October 2012, after serving 21 years, 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. Because of these attributes, He became a "Good Steward" of the tax-payer dollar. He is also the Friends of Chula Vista Parks & Recreation president and a National Veterans Transition Service Inc. board member. Their Chula Vista office is focused on you! They are dedicated to providing their clients with the highest service possible. Let them know how they can serve you and those you care about.”

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“Gold Path Investment Group, LLC, is an independent investment advisory firm offering wealth management and financial planning services to middle and high-worth individuals. Kunal Gupta founded the firm in 2023. After working in the corporate arena for over a decade, he became passionate about providing guidance and support to help individuals develop and implement sound financial strategies to navigate unexpected emergencies and still live comfortably in retirement. He completed the Chartered Financial Analyst (CFA) designation and holds an MBA from Washington University in St. Louis and a bachelor's degree in economics from Wake Forest University. He founded Gold Path to help individuals gain financial freedom and accomplish their long-term financial goals. He and his team are there to help people invest to reimagine their financial futures and achieve financial security for multiple generations. They can help you plan for retirement, develop and implement an investment strategy, fund your child's college education, plan for short and long-term expenditures, mitigate risk, protect your legacy, and meet your other financial goals and objectives. They offer all clients customized solutions and the highest level of service to meet their needs best.

UNIQUE FACTS:
• Retirement Portfolio Calculator
• One-on-one Consultation.”

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“Ryan S Kinney is a financial advisor at Edward Jones since 2014. He began his career in 2014 as a financial advisor in Chula Vista. He attended California State University and graduated in 2014 with an MBA in finance. He has served the firm as a visiting veteran at their headquarters to educate newly hired financial advisors on their training. He is currently serving in his region as a field trainer and mentor. His responsibility to you includes ensuring that all aspects of your wealth, preservation, and protection strategies are working together. Whether planning for retirement, saving for college for children or grandchildren, or maximizing your gains while protecting your assets, he will work with you to identify each goal and develop the strategy to address it. He and his team will provide highly personalized service in all aspects of their business to help them better understand and meet their client's unique goals and needs.”

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