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Tailored Financial Solutions for
Business Owners in Orange County

Focus on what matters most: growing your business 

Chatterton & Associates provides experienced and compassionate wealth, tax, and estate professionals for all your small to mid-size business needs. Our mission is to empower your business with strategic financial planning that aligns seamlessly with your vision. With a blend of expertise and a deep understanding of business finance, we craft personalized strategies to bolster your financial standing. From structuring investments to tax optimization, we craft comprehensive financial plans tailored to your business's unique needs and long-term objectives.


Planning Made Simple


Our financial advisors and tax professionals sit down with you in-person or via phone to discuss your current financial situation and business goals.


We have your best interests in mind. We identify opportunities and risks, giving you objective advice from a fiduciary standpoint.


Together, we strategize and develop a plan that works for you and your business even as your operations expand and change.


We consistently communicate with you at your pace, analyze your progress, and make continuous recommendations to help guide your business growth. 

Chatterton Business Solutions

altBookkeeping and Accounting Services

We focus on maintaining accurate financial records and producing financial statements that can help you make important financial decisions.

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altTax Planning & Reduction Advice

We go beyond tax compliance and proactively recommend tax savings strategies to maximize your after-tax income.

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altBusiness Growth, Profit, and Shareholder Value

We analyze your numbers and compare them to other companies in your sector. We will also advise you on how to reduce your expenses, improving your bottom line – potentially leading to more profit and more shareholder value.

altPersonalized Reporting and Analysis

We provide you with company-specific reports, cash flow analysis, and financial ratios so you can see the full perspective of your business with greater insight and clarity.

Chatterton’s Commitment


We are one call away, and we respond to emails and voicemails by the next business day.


We typically meet with our clients 2x more than other advisors to help stay aligned.


We regularly review your tax returns and perform a tax projection at year end.


We operate on a Fiduciary Standard which means we put your best interests first.

Meet our Financial Planners

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®

As a CERTIFIED FINANCIAL PLANNER™, 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 businesses in and around the Orange County area with their financial 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.

Grow Your Business with Us

Let’s work together to leverage your resources. The Chatterton & Associates team will help you work toward a prosperous and stable financial future.
Contact us today.

Check the background of this firm/advisor on FINRA’s BrokerCheck.