Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors

Nimai Chokshi and Jennifer Queen started the practice in 2007 after each built early careers at larger institutions — Chokshi at a San Diego brokerage where he was promoted to management within six months, and Queen at American Express Financial Advisors. Both are UCSD graduates who wanted an independent structure free from product bias. The firm's strategy centers on holistic financial planning rather than product sales. Services include investment management, retirement planning, tax analysis, college funding, and estate planning — all delivered under a fiduciary standard. Each client receives a written annual review. The firm does not publicly disclose AUM or specific portfolio holdings. No known direct investments, SPV vehicles, or fund structures are operated outside of managing client accounts. Chokshi holds the Chartered Retirement Planning Counselor (CRPC) designation plus FINRA Series 7, 24, and 65 licenses. Queen holds CRPC and FINRA Series 7 and 66 licenses. Both also hold California life and health insurance licenses. The practice has no additional offices beyond San Diego and no disclosed philanthropic vehicles or operating companies. The firm's structural differentiator is its independence from product manufacturers — it bills itself as unbiased, with compensation not tied to specific products. This posture, combined with the written annual review requirement, positions it as a local advisory practice rather than an asset aggregator or multi-family office.