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.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
HF
Homeowners Financial Group✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning. Rated 5.0★ across 7 Google reviews.
BK
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning. Rated 5.0★ across 6 Google reviews.
GP
Gold Path Investment Group, LLC✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning. Rated 4.8★ across 6 Google reviews.
WC
Wheelhouse Credit Union - Chula Vista✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning. Rated 4.2★ across 24 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning, and advisory. Rated 3.6★ across 26 Google reviews.
DT
Del Toro Loan Servicing✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning. Rated 3.6★ across 17 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning, and advisory. Rated 3.4★ across 118 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning, and advisory. Rated 3.2★ across 66 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning, and advisory. Rated 2.7★ across 32 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning, and advisory. Rated 2.4★ across 22 Google reviews.
OT
On Time Financial✓ Verified
Financial PlanningChula Vista, CA
Financial Planning in Chula Vista, California offering financial planning. Rated 1.8★ across 32 Google reviews.
Top financial planners in Chula Vista
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Homeowners Financial Group✓ | Financial Planning | ★ 5.0 | 7 |
| 2 | Byron Kelly, Life Licensed Financial Professional at World Financial Group (WFG)✓ | Financial Planning | ★ 5.0 | 6 |
| 3 | Gold Path Investment Group, LLC✓ | Financial Planning | ★ 4.8 | 6 |
| 4 | Wheelhouse Credit Union - Chula Vista✓ | Financial Planning | ★ 4.2 | 24 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 3.6 | 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.