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Wealth, Estate, and Tax Planning
Services in Orange County

Serving Orange County, CA & Surrounding Areas

Integrated Financial Planning to Help You and Your Family Succeed 

At Chatterton & Associates, we believe that your financial wellbeing is improved when your strategic wealth plan includes tax and estate planning. Your interests are best served when your financial advisors, tax professionals, and estate professionals work together on your behalf. As CERTIFIED FINANCIAL PLANNER™ professionals and tax professionals, we provide integrated wealth management, tax, and estate planning services to help you achieve your financial goals while building a legacy for you and your loved ones.

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Comprehensive Financial Services for Your Wealth, Tax, and Estate Needs

altInvestment & Retirement Portfolio Management

Chatterton’s CERTIFIED FINANCIAL PLANNER™ professionals are dedicated to helping you maximize your investments while preserving your assets and managing risk. We work with you to develop personalized financial planning strategies, including retirement planning, portfolio management, asset protection, high-net-worth planning, and more.

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altRetirement Planning

Effective retirement planning is essential to achieving financial freedom in your golden years. Chatterton’s CERTIFIED FINANCIAL PLANNER™ professionals listen to your needs and help you identify the right retirement accounts, asset allocations, tax reduction strategies, cash flow approaches and tax savings opportunities to ensure you meet your goals and spend your retirement comfortably.

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altTax Services & Planning

Chatterton’s tax professionals provide tax preparation and reduction strategies to help minimize your tax liability now and in the future. In addition to preparing your return, we offer tax projection services, expert IRS representation, accounting services, and tax consultations for individuals and businesses.

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altEstate Planning

Chatterton’s estate planning services can help you provide financial security for your loved ones upon your passing and clearly delineate how your wealth will be allocated. We work directly with the Law Office of James F. Roberts & Associates to offer comprehensive estate services that include asset titling and trust administration, multigenerational planning, gifting strategies, and more.

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Financial Planning

We help business owners maximize their financial success by providing advice on how to improve their financial numbers and optimize on tax savings. Chatterton offers business consulting services for growth, personalized financial planning strategies, cash-flow analysis, and more.

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Tax Services

Whether you need help with complex tax law, return filing or other tax consulting, Chatterton provides comprehensive business tax solutions to ensure small-to-mid-sized businesses are tax compliant. We offer tax saving strategies to maximize your after-tax income, answer your tax questions, and assist with the resolution of audit notices should you need it.

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Take advantage of our expert bookkeeping services so you can focus on business operations and growth. Chatterton works alongside you every step of the way and keeps your books expertly and accurately organized to save you time and money.

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Meet The Chatterton Team

Robert D. Chatterton - ChFC®, CFP®

As the Founder and President of Chatterton & Associates, Rob Chatterton is passionate about building long-term relationships with his clients. With over 20 years of experience, his commitment to providing professional and individualized service, offering proactive financial solutions, and preserving the interests of his clients is unwavering.

Kyle P. Schneider - ChFC®, CFP®

Kyle works closely with his clients to help make important life decisions and plan for the future. Kyle embraces a model of comprehensive financial planning that includes investment management, cash flow distribution strategies, taxes, estate planning, insurance, and wealth accumulation to create a fully unified financial plan that can leave a legacy for future generations.

Scott Lee – Certified Public Accountant

Scott Lee is a dedicated and focused certified public accountant who is constantly seeking to achieve greater expertise and accomplishment in all of his pursuits. At Chatterton & Associates, Scott is our business and personal tax specialist, integrating ongoing bookkeeping work as part of excellent service to his business tax clients.

Serving Orange County and Surrounding Areas

We’re proud to serve individuals and their beneficiaries in and around the Orange County area with their wealth, tax and estate planning needs. If you live or operate in or near any of the following cities, we’re here for you:

  • Anaheim
  • Yorba Linda
  • Santa Ana
  • Tustin
  • & Surrounding Areas

These are the areas that we primarily serve, however, we do serve clients outside of these cities as well as out of state clients.


Take The First Step To Retirement Planning

Start with a Discovery Meeting! At Chatterton & Associates, any potential relationship begins with a private, one-on-one professional consultation over the phone or in-person.

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