Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors is an SEC-registered investment adviser in San Diego, CA, registered since 2021. The firm manages $263 million in assets, with...

Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors is an SEC-registered investment adviser in San Diego, CA, registered since 2021. The firm manages $263 million in assets, with $252 million on a discretionary basis. It employs 4 staff members, including 2 investment advisers.

Website

financialplanningsd.com

General information

Firm type

RIA

Year founded

2007

Location

Region

North America

Country

United States

City

San Diego

Corporate office

San Diego, CA, United States

Principals

Nimai Chokshi

Financial Advisor

Jennifer Queen

Financial Advisor

Who runs investment decisions at Chokshi & Queen Wealth Advisors?

Nimai Chokshi and Jennifer Queen are the two named financial advisors. Both hold FINRA Series 7 and CRPC designations and manage client portfolios directly.

Is Chokshi & Queen structured as a single family office or an RIA?

It is structured as an independent registered investment adviser (RIA), not a family office. The firm serves multiple retail clients under a fiduciary standard with a written annual review process.

Does Chokshi & Queen participate in direct investments or fund commitments?

No — the firm's disclosed business model is holistic financial planning and asset management through pooled vehicles and individual securities for retail clients. (per the firm's website)

What investment stages does Chokshi & Queen typically target?

The firm does not disclose specific stage preferences. Its services are tailored to individual client goals across retirement, college savings, and estate planning, not institutional or early-stage allocations.

Which sectors does Chokshi & Queen explicitly avoid?

The firm does not publicly list any avoidance sectors. It states a commitment to unbiased advice with no product bias.

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