Financial advisors and lenders · California

Financial advisors and lenders in Chula Vista, CA

132 financial advisors in Chula Vista with phone numbers, 37 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Chula Vista list freeSee a sample
132
businesses
100%
have a phone number
28%
have an email address (37)
—
average Google rating
Sample

A sample of financial advisors and lenders in Chula Vista

Twelve of the 132 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Tax & FinancialFinancial Service; Legal Service—Yes(619) •••-••••Available
Vianca's Insurance & Financial ServicesInsurance Agency; Financial Service; Legal Service—Yes(619) •••-••••Available
Be-Sure Insurance SolutionsFinancial Service; Legal Service—Yes(619) •••-••••Available
Economy Tax ServiceFinancial Service; Legal Service—Yes(619) •••-••••Available
Rosales Lending TeamFinancial Service; Legal Service—Yes(619) •••-••••Available
John Riley at Homeowners Financial Group USAFinancial Service—Yes(619) •••-••••Available
Garibay Auto RegistrationFinancial Service; Legal Service—Yes(619) •••-••••Available
Robinstar Tax ConsultantsFinancial Service—Yes(619) •••-••••Available
Get Auto Car Title Loans Chula Vista CAFinancial Service; Legal Service—Yes(619) •••-••••Available
Gary Jackson at CrossCountry MortgageLoans Agency—Yes(619) •••-••••Available
Sandberg Enterprises LLCLoans Agency—Yes(340) •••-••••Available
Cameron Owens at Homeowners Financial Group USALoans Agency—Yes(619) •••-••••Available

Showing 12 of 132. Data refreshed October 2026.

The market

What Chula Vista's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 132 have no rating yet — prime prospects for review and reputation services.
35 (27%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service59
  • Loans Agency29
  • Financial Service15
  • Financial Planner12
  • Insurance Agency; Financial Service; Legal Service3
  • Financial Service; Legal Service; Structure2

Area codes

  • (619)114
  • (858)5
  • (866)3
  • (877)2
  • (909)1
  • (855)1
Playbook

How to sell to financial advisors in Chula Vista

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Chula Vista financial advisors leads

How many financial advisors and lenders in Chula Vista, CA are in the database?
132 financial advisors and lenders in Chula Vista, CA, as of October 2026. 132 of them have a phone number and 37 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Chula Vista list of 132 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

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Other businesses in Chula Vista

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesEverything in Chula Vista →

Start calling Chula Vista financial advisors today

25 free credits, no card. Search "financial advisors in Chula Vista" and unlock your first 25 contacts.

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