Robert D. Chatterton
ChFC®, CFP®, CEPA®, Clockwork Certified Partner™, Profit First Professional
Rob Chatterton is passionate about his business and his clients. With over 30 years of experience, he strives to build long-term relationships with his clients and their families, and business owners by providing professional service, proactive financial solutions, and straightforward advice.
Focused on your success
As the Founder and President of Chatterton & Associates, Rob Chatterton has helped hundreds of families see how they can benefit from the collaboration of estate, tax, and wealth planning. By identifying potential future tax savings, coordinating estate plans for clients and their beneficiaries, and implementing and managing personalized investment strategies, he ensures comprehensive financial guidance.
Rob holds multiple certifications supporting business owners through every stage of growth and transition, including Certified Exit Planning Advisor (CEPA®), Clockwork Certified Partner, and Profit First Professional. Through these disciplines, he helps clients strengthen operations, improve profitability, and build lasting financial success. Rob is an Investment Advisor Representative with Chatterton & Associates and, separately, a registered representative of, and offers securities through, Osaic Wealth, Inc., Member FINRA/SIPC.
Education & Experience
- Graduate of California State University, Long Beach
- Began his career in 1994
Credentials
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Certified Exit Planning Advisor
- Chartered Mutual Fund Counselor℠
- Profit First Certified
- Clockwork Certified Partner™
We have an integrated approach with wealth, tax and estate planning professionals that collaborate with each other to provide you with recommendations designed for you and your family, after we ask a lot of questions to understand your hopes and goals.
Family & Community
Rob enjoys traveling to new places with family and friends and teaching the younger generation about financial planning. Two of his children have joined Chatterton & Associates.
Favorite food: Italian
Favorite music: Country
Favorite holiday/travel destination/something you like to celebrate: Rob loves spending time with his family at their beach house.
