Financial Planners in Chula Vista, CA — 11 Firms (2026)
11 financial planners in Chula Vista, California meet our listing bar — a website plus a public review record. They average 3.61★ across 11 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Homeowners Financial Group at 5.0★ across 7 Google reviews.
Showing 11 of 11 · sorted by Google rating
1.
Homeowners Financial Group
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 891 Kuhn Dr #100, Chula Vista, CA 91914
2.
Byron Kelly, Life Licensed Financial Professional at World Financial Group (WFG)
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 2400 Fenton St Ste 207, Chula Vista, CA 91914
3.
Gold Path Investment Group, LLC
★★★★★★★★★★4.8(6 Google reviews)✓ Verified on Google
Financial Planning · 2298 Dragonfly St, Chula Vista, CA 91915
4.
Wheelhouse Credit Union - Chula Vista
★★★★★★★★★★4.2(24 Google reviews)✓ Verified on Google
Financial Planning · 344 F St, Chula Vista, CA 91910
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.6(26 Google reviews)✓ Verified on Google
Financial Planning · 1735 Eastlake Pkwy, Chula Vista, CA 91915
Services: advisory
6.
Del Toro Loan Servicing
★★★★★★★★★★3.6(17 Google reviews)✓ Verified on Google
Financial Planning · 2300 Boswell Rd Unit 215, Chula Vista, CA 91914
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.4(118 Google reviews)✓ Verified on Google
Financial Planning · 801 Third Ave, Chula Vista, CA 91911
Services: advisory
8.
Bank of America Financial Center
★★★★★★★★★★3.2(66 Google reviews)✓ Verified on Google
Financial Planning · 295 E St, Chula Vista, CA 91910
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★2.7(32 Google reviews)✓ Verified on Google
Financial Planning · 2295 Otay Lakes Rd, Chula Vista, CA 91915
Services: advisory
10.
Bank of America Financial Center
★★★★★★★★★★2.4(22 Google reviews)✓ Verified on Google
Financial Planning · 648 Palomar St, Chula Vista, CA 91911
Services: advisory
11.
On Time Financial
★★★★★★★★★★1.8(32 Google reviews)✓ Verified on Google
Financial Planning · 2551 Mast Way, Chula Vista, CA 91914
Top financial planners in Chula Vista
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Homeowners Financial Group | Financial Planning | 5.0 / 5 | 7 |
| 2 | Byron Kelly, Life Licensed Financial Professional at World Financial Group (WFG) | Financial Planning | 5.0 / 5 | 6 |
| 3 | Gold Path Investment Group, LLC | Financial Planning | 4.8 / 5 | 6 |
| 4 | Wheelhouse Credit Union - Chula Vista | Financial Planning | 4.2 / 5 | 24 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 3.6 / 5 | 26 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.