Financial Planning Services in Orange County
A Financial Plan with Purpose
At Chatterton & Associates, we know you want to be a confident steward of your wealth. But when it comes to managing your finances, there’s no shortage of opinions, and sorting through all the conflicting information can leave you feeling overwhelmed and uncertain.
We believe you deserve a clear, personalized plan that helps you create a fulfilling lifestyle and a legacy that reflects your values.
Finances can feel complicated. That’s why we bring decades of experience helping people just like you simplify the process and move forward with clarity and confidence.
Personalized Financial Planning for Wealth, Tax, and Estate
01
Meet with a trusted CFP®
We start by getting to know you, your goals, and what matters most.
02
Develop a personalized financial plan
You’ll receive strategies tailored to your unique needs and aspirations.
03
Get ongoing guidance and support
We implement your plan and continuously monitor your progress to help keep you on track.
04
Schedule your first appointment today
…so we can take the uncertainty out of your financial future and help you focus on building the life and legacy you’ve worked so hard for.
How We Can Help You Where You Are Today?
Investment Portfolio
Management
We consistently monitor your investments and provide investment advice.
Risk Management & Asset
Protection
We help guide you in reviewing your coverage to make sure you are properly covered, and not spending any more on insurance than you need to be.
Cash Flow Analysis &
Budgeting
We will make sense of where your money is going now – and where it should be going to provide for your future. With advanced modeling software and retirement planning worksheets, we help you realize your financial goals.
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 The Chatterton Team
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.
Eric Oh– ChFC®, CFP®, ChSNC®
Eric believes that a financial advisor’s biggest responsibility is client education; the more we educate, the more productive the relationship becomes. Working with centers of influence, such as accountants and attorneys, is also a high priority for Eric and his firm. His ultimate goal is to try and reduce clients’ financial burdens and allow them to focus on more important things in life.
Arrash Zare – CFP®, ChFC®, WMCP®, CPFA®
Arrash knows that a primary part of being a financial planner is about being an advocate for financial growth. Working with other professionals in tax estate planning, his goal is to help clients not only grow but protect their assets so they can spend more time with loved ones and the people and passions that are important to them.
Serving Orange County and Surrounding Areas
We’re proud to serve individuals and their beneficiaries 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.
Schedule Your Free Discovery Call
Our experienced team includes experienced professionals in wealth management, retirement planning, tax planning, and estate planning who provide personalized and insightful guidance. If you’re looking to begin your financial planning journey – or just want to make sure you’re on the right track – we’re here for you. Contact us today.
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