Kali Mistry, Financial Advisor located in San Diego, CA

Financial Advisor
Kali Mistry

CFP®
2143 Poinsettia Dr, San Diego, CA 92107opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Retirement Income Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Team Members

  • Tracey Kelley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(619) 222-1321

Fax

(800) 301-1214

Office Address

2143 Poinsettia Dr
San Diego, CA 92107opens in a new window

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