Our Services

Chris Jalonen is a financial advisor committed to providing clients with a broad based and comprehensive method of achieving their financial goals. I follow a systematic three step planning process which includes: assisting the client in formalizing their financial goals, establishing a plan to achieve those goals, and assisting the client in the implementation of the plan.

The financial planning process can include an in depth review of assets, cash flow, retirement planning, investment planning, tax and estate planning.

" I help my clients retire with a stream of steady income."

My philosophy is to serve the client's needs through a single, comprehensive and accountable organization composed of experienced associates and a network of professionals. With a competent support team behind me, I am able to assemble the financial plans and solutions, as well as meet and communicate with my clients personally.  I do not delegate my clients financial independence to anyone else.

Using a planning approach with every client, I then help to implement financial solutions with the necessary financial products that we deem appropriate. 

I have been in the financial services profession since 1984 and am proud of my years of service and reputation for honesty and integrity in the San Diego community. I am privileged to count among my clients some of the most respected individuals, families and small businesses in Southern California.