Mountain View Financial

at 7863 La Mesa Blvd, Suite 202, La Mesa , 91942 United States

1. Financial Planning
2. Bank/Financial Service

Planning, saving and investing for retirement is essential in any stage of life. That's where we come in.

Description

What We Do: Retirement Planning, saving and investing for retirement is essential. It is important in all stages of life. Whether you are 18, a new college graduate, starting a family, mid-career or getting ready to sail into the sunset and leaving the working world behind, your retirement savings need to play a role. At Mountain View Financial, we work side by side with you to make sure you understand your options and start planning for your future. College Savings Saving for college has never been more important. Even the most modest of investment plans can help generate a college fund to help ease the burden of increasing tuition costs. We can explain your options and help you chose what works best for you and your family. Who We Are: Donalee Gonzales, CFP® LPL Branch Manager Donalee Gonzales is the Co-Founder and Branch Manager of Mountain View Financial. After graduating from the University of California Davis, Donalee began her financial services career at a firm in downtown San Diego. Over the course of several promotions while working with teams of advisors, Donalee discovered a passion for planning and investing. Being a CERTIFIED FINANCIAL PLANNER™ has provided her with the tools needed to work hand in hand with clients. Together they create personalized retirement roadmaps. In 2009 she joined forces with another advisor, Chik Hylton, and in 2014 they formed Mountain View Financial. Donalee is an active member of the San Diego Financial Planning Association and Soroptimist International of Alpine. She enjoys cooking, the outdoors and coaching her daughter's soccer team. Donalee is married and lives in East County San Diego, California with her husband and their two daughters. Chik Hylton LPL Financial Advisor Chik Hylton is a Financial Advisor and Co-Founder of Mountain View Financial. Chik moved to San Diego after honorably serving in the US Navy. He spent many years working as an advisor for various firms in downtown San Diego and Las Vegas, Nevada. Chik prides himself on his lifelong relationships with clients, working with families across multiple generations. Chik teamed up with Donalee Gonzales in 2009 and they work together to provide retirement solutions. Chik is an active member of the San Diego Scottish Rite, Al Bahr Shrine, Alpine Kiwanis Club and the Red Cross. He is married and lives in East County San Diego, California with his wife. Disclosures: Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org www.sipc.org 3rd Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Registered Representative associated with this page may only discuss and/or transact business with residents of the following states: AK,AZ,CA,CO,HI,IA,KS,MN,MS,MT,NC,OR,WA

Company Rating

125 FB users likes Mountain View Financial, set it to 4 position in Likes Rating for La Mesa, United States in Bank/Financial Service category

Summary

Mountain View Financial is La Mesa based place and this enity listed in Financial Planning category. Located at 7863 La Mesa Blvd, Suite 202 CA 91942. Contact phone number of Mountain View Financial: (619) 867-0668