For individuals wishing to join our community of clients, we offer a no obligation complimentary consultation to determine your goals and needs. In this meeting, we will be able to identify your financial strengths as well as areas of opportunity. We recommend utilizing this meeting to learn about different strategies you may employ to put yourself in a stronger financial position. Please complete the information or give us a call.
Address
4510 Executive Drive Suite 203 San Diego, CA 92121
Phone
(858) 550-0030 - Nimai Chokshi
(858) 550-0031 - Jennifer Queen
Fax
(858) 550-0038
Nimai Chokshi - nimai@cq-wa.com
Jennifer Queen - jennifer@cq-wa.com