Skip to main content

menu

Home
About
- Team
- Client Stories
Services
Resources
Client Login
Schedule a Meeting

Personal Information Form

.no-js form.antibot * :not(.antibot-message) { display: none !important; }You must have JavaScript enabled to use this form.

First Name This field is required.

Last Name This field is required.

Email This field is required.

Message

Request Options

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Leave this field blank

About Us

We are dedicated to providing investment management and strategic wealth planning aligned to your unique goals. Simply put, we strive to be our client's trusted advisor.

Location

1633 W Lewis St
San Diego, CA 92103

619-294-9420
Info@missionhillsfinancial.com

Disclosures

ADV 2A Brochure

Additional Disclosures

Links

Schedule a Meeting

Follow

Investment advisory services offered through Mission Hills Financial Advisory LLC (“Mission Hills Financial”), a registered investment adviser. Mission Hills Financial and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those jurisdictions in which Mission Hills Financial has clients. Mission Hills Financial and its investment adviser representatives provide investment advisory services only in jurisdictions where they are properly registered, notice-filed, or exempt from registration requirements.

Mission Hills Financial’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Mission Hills Financial’s website should not be construed by any consumer and/or prospective client as a solicitation by Mission Hills Financial to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation.

You can check the background of your financial professional on FINRA’s BrokerCheck and on the SEC’s Investment Adviser Public Disclosure (IAPD) website.

The content on this site is developed from sources believed to be providing accurate information. The information presented is not intended as tax or legal advice. Please consult professionals for advice specific to your individual circumstances. Mission Hills Financial provides investment advisory services and does not guarantee investment results, income sustainability, or tax outcomes. Estate and trust planning services are limited to preparation and coordination. Legal documents should be drafted by licensed attorneys. Tax services are offered by Minka Hull, EA, and are separate from investment advisory services.

We are committed to the privacy of your personal information. In accordance with the California Consumer Privacy Act (CCPA), California residents may use the following link to exercise certain privacy rights: Do Not Sell My Personal Information.

Insurance products and services are offered through appropriately licensed insurance professionals and are available to residents of the following states: AZ, CA, CO, DC, FL, ID, IL, IN, IA, MN, MI, NV, NJ, NC, OH, OR, TN, TX, UT, VA, WA. Insurance products are issued by unaffiliated insurance carriers and are separate from Mission Hills Financial’s investment advisory services. Any guarantees associated with insurance policies are backed by the financial strength and claims-paying ability of the issuing insurance company and do not apply to the performance of any underlying investment options, if applicable. Insurance products are not deposits or obligations of, or guaranteed by, any bank, are not insured by the FDIC or any other federal government agency, and may be subject to investment risk, including possible loss of value.

Mission Hills Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Mission Hills Financial’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience and informational purposes, and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment or investment strategy (including those recommended or undertaken by Mission Hills Financial) will be profitable or equal any
corresponding indicated performance levels. Different types of investments involve varying degrees of risk, including the potential loss of principle, and no investment or investment strategy will be suitable or profitable for every client or portfolio.

© 2026 Mission Hills Financial. All rights reserved.