We believe there is a solution to managing your overall financial well-being with the right people supporting you.
The information that financial planners have is very useful to attorneys and tax professionals - and when that information isn't being shared, the client loses. I wanted to create a seamless line of communication among all three professions in a way that benefits the client.
Robert D. Chatterton, Jr.
Founder & President of Chatterton & Associates
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.
Rob Chatterton is passionate about his business and his clients. With over 20 years of experience, he strives to build long-term relationships with his clients and their families by providing professional service, proactive financial solutions, and straightforward advice. As the Founder and President of Chatterton & Associates, Rob Chatterton has helped hundreds of families see how the collaboration of estate, tax, and wealth planning can benefit them by identifying potential future tax savings, coordinating estate plans for the client and beneficiaries, and implementing and managing personalized investment strategies.
Rob Chatterton is a Certified Financial Planner™ and Chartered Financial Consultant® specializing in the wealth management needs of successful employees and retirees in Orange County. His other industry credentials include Chartered Mutual Fund CounselorSM, Accredited Asset Management Specialist, and a licensed life insurance agent. 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.
Rob is a Southern California native and a graduate of California State University, Long Beach. He is married, with a daughter born in 2000, a son in 2002, and a son in 2008.
We do things the old-fashioned way. We take a lot of time to get to know the people we meet with, so we can give custom advice in all 5 areas of the financial planning process.
As a Certified Financial Planner™ professional, 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.
Kyle has established himself as a trusted wealth advisor through his expertise in meeting the needs of a select group of families.
Kyle began his career in 1997. He is a graduate of Cal Poly, San Luis Obispo and holds his bachelor’s degree in business with a finance concentration and an economics minor. He earned his Certified Financial Planner™ and Chartered Mutual Fund CounselorSM designations through the College for Financial Planning, and his Chartered Financial Consultant® designation through The American College. He holds the Series 7 and 66 securities registrations and is a licensed life/health insurance agent.
Outside of Chatterton & Associates, Kyle devotes his time and resources to his local church, Little League Baseball, Junior United Soccer Association, and the Wounded Warrior Project. Kyle was born and raised in Ohio. He moved to southern California over 20 years ago and lives in Yorba Linda with his wife Carisa and two sons, Nathan and Adam.
We cherish long-term relationships with clients and we strive to put their best interests first. We adhere to industry requirements and our internal standards to engage as a fiduciary, providing services we feel good about.
Eric Y. Oh is a Certified Financial Planner™, Chartered Financial Consultant®, Chartered Special Needs Consultant® and investment advisor representative at Chatterton & Associates. He joined Chatterton & Associates in 2008. Eric firmly believes that part of being a Certified Financial Planner™ is putting the client’s interests above all. This is achieved by listening to the client’s specific needs, then devising a plan that’s designed to help them achieve long-term success. Client service is the key to client satisfaction, which is why he continuously strives to build long-lasting professional and personal relationships with his clients.
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.
Eric received his bachelor’s degree in business administration with a dual concentration in information systems & decision sciences and finance from California State University, Fullerton. During his studies at California State University, Eric also completed his coursework to sit for the CFP® Exam. He currently holds the Series 7 and 66 securities registrations. Eric is an Investment Advisor representative with Chatterton & Associates and separately, a registered representative of, and offers securities through, Osaic Wealth, Inc. Member FINRA/SIPC.
Eric was born in Fort Lauderdale, Florida, and lived in Seoul, Korea, for many years. He currently lives in Long Beach with his wife and daughter.
Arrash joined Chatterton & Associates in 2022. He knows that a primary part of being a financial planner is about being an advocate for financial growth. This advocacy can only be achieved by actively listening to—and more importantly understanding—each client’s specific needs then developing a personalized plan that promotes long-term success. Client service and care is the key to client satisfaction, which is why he continuously strives to build long-lasting professional and personal relationships with his clients.
A financial advisor’s biggest responsibilities are client education and open and honest conversation; the more we educate, the more productive the relationship becomes. 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.
Arrash received his bachelor’s degree in business administration from the University of California, Riverside. During his studies Arrash completed his coursework to sit for the CFP® Exam. He currently holds the Series 7, 6, 65, and 63 securities registrations and is a licensed life/health insurance agent. Arrash is an Investment Advisor representative with Chatterton & Associates and separately, a registered representative of, and offers securities through, Osaic Wealth, Inc., Member FINRA/SIPC.
Arrash was born in La Habra and grew up in Fullerton. Outside of Chatterton, Arrash enjoys spending time with friends and family, traveling, watching the Lakers and playing sports.
Teresa began her career with Chatterton & Associates in February 2012 after graduating from the Cal Poly Pomona Business Program with an emphasis in Accounting. She manages the delivery of a high-quality experience, enhancing the financial planning process for our Clients, Advisors, and Client Account Managers. Teresa ensures that transactions are executed with the utmost care, contributing to the comprehensive financial plans provided here at Chatterton & Associates. She coordinates with our Estate and Tax Planning firms to enhance integrated and exceptional service tailored to our clients overall financial needs.
Teresa holds the Financial Industry Regulatory Authority Series 7 & 66 securities registrations.
Our advisors offer proactive advice. They look at your whole financial state to get a better understanding of how you can achieve your goals.
Kristine has worked at Chatterton & Associates since 2004. As the Senior Client Relations Manager, she handles the daily administrative tasks for all of our clients. She strives to keep the office running in an organized and efficient manner.
Kristine resides in Montebello with her daughter, Nola. She has enjoyed traveling to beautiful places, including Ireland and Italy.
Always striving to grow and learn in her career, Madison is dedicated to helping others achieve their goals. She has multiple years of customer service experience and as one of the newest members to the Wealth team, she will be assisting in the management of client accounts
In her free time, you can find Madison enjoying time with her family, playing soccer, or snowboarding during the winter season. As a Southern Orange County native, she currently resides in Irvine and is attending California State University – Fullerton.
Anitha joined Chatterton & Associates in 2023 and is dedicated to providing incredible service to Chatterton clients. As a Client Account Manager, Anitha strives to create and maintain a first-class level of service and attention to detail in managing the processes and account maintenance needed for each individual client. Anitha works with our wealth team to ensure the onboarding and ongoing account management for our clients. She ensures that each client's account and service needs are managed with precision and care, tailoring her approach to meet the unique requirements of each individual.
Anitha graduated from California State University, Long Beach in Spring of 2023 and is excited to begin her career at Chatterton and Associates. In her free time, Anitha enjoys spending time outdoors, running, reading, and traveling.
Anitha holds the Financial Industry Regulatory Authority Series 65 Registration.
Victoria Buonassissi joined Chatterson & Associates as the Director of Tax. She embraces the firm’s positive work culture and is in charge to lead the development and oversee the operations of the robust tax department. Victoria’s career in public accounting began in 2010. She earned a Bachelor of Science degree in Business Management from University of Phoenix and is a licensed Enrolled Agent. She has furthered her studies and received a Professional Certificate of Completion in Accounting. Victoria has experience in all aspects of public accounting with a focus on pass-through entities and business solutions and enjoys the challenges of working through complex tax issues. Her passion is working with tax teams to help clients achieve their financial goals.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
David has over 10 years of experience in the tax industry. He specializes in representing clients in front of the IRS and other government agencies. Currently, he is serving as President of the California Society of Enrolled Agents. David has a passion for guiding his clients through an increasingly complex tax landscape.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Justin served in the U.S. Navy from 1992-1996. Shortly after returning home, he began his journey into the information technology field. While he has worked closely with Scott Grandfield. taking care of our IT needs since 2009, he found his true passion for helping people in our office.
As an Enrolled Agent, Justin works on many of our clients’ special projects. He strives to achieve the best results for our clients, whether it’s helping them keep their hard-earned money, or passing on their legacy.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
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. He started his role in accounting over 26 years ago as an accountant at LG International only one year after coming to the United States from South Korea. After years in the industry and obtaining his certified public accountant license, he joins Chatterton & Associates as a business and personal tax specialist, integrating ongoing bookkeeping work as part of excellent service to his business tax clients.
When he is not working, Scott loves hiking around the U.S., and watching baseball games and movies. His son is a Marine who just completed his Marine Expeditionary Deployment in northern Europe and has returned back to North Carolina. He enjoys time with his family, especially when they can gather together at Thanksgiving.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Meiqin Li leaves no stone unturned when it comes to taking care of her clients' financial needs. Known for her thoroughness and precision, she is unwavering in her commitment to delivering the best possible outcomes for her clients, making her a trusted and valuable resource for those who rely on her expertise.
Meiqin’s attention to detail and perseverance comes through in every other aspect of her life, including a love for gardening and cultivating homegrown produce, creating nutritious meals for friends and family (aka “culinary wizardry”), and an enthusiasm for fitness and overall well-being.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Janet is a customer service veteran with a passion for serving others. After 18 years of being a medical sales team lead and six years of being an office coordinator, you can always rely on her to get things done. If she isn’t playing with her cats or spending time with her family at Disneyland, she’ll be here, serving and helping others in any way she can.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Sierra spent four years developing her talents at one of the most chaotic work environments: Walmart. She became known as the “fix-it” person. She wore several hats over those years – including two years in the ebb and flow of personnel – as the personnel coordinator.
When she is not spending time with our family, she is committed to her own family, always looking forward to either baking or traveling.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Diana joined our team in 2022. She spent 4 years working in the security industry, coordinating amongst clients and providing support to the management team. As our Tax Coordinator, Diana facilitates and organizes various projects and filings throughout the year while working closely with our clientele and Enrolled Agents. In her spare time, Diana enjoys coffee, hiking, and spending time with her family.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
With over 20 years of experience in multi-media production, IT training and consulting, and in financial services marketing, Shanah brings a wide range of leadership and growth development knowledge to our team. Since joining Chatterton & Associates in 2014, as our Growth Leader in Marketing, she has led more meaningful connections with our people in our office through our client events and within our digital community.
Shanah continues to grow in leadership, brand development, providing wisdom in resources, building better systems, and making our impact felt in the community - alongside the greatest team at home and in office.
Ivy has been working at Chatterton & Associates for over five years, focusing on creating client experience through meaningful visual communications. As the Creative Lead in Marketing, Ivy loves to communicate through shapes, colors, and sometimes playful doodles to drive the creative process within the marketing team. You will often see Ivy at our Chatterton education and appreciation events, where she helps plan and brings vision to life.
Ivy graduated from UC Davis in 2015 with a BA in Design and a BS in Managerial Economics. Born and raised in Taipei, Taiwan, she immigrated to Southern California with her family in 2004. Ivy now travels between Northern and Southern California to visit friends and family.
Justin has a lot of client experience under his belt. From preparing coffee at Starbucks to being a Guest Talent Coordinator at the Disneyland Resort, he is no stranger to customer service. His passion for the arts and for helping others helps him to go above and beyond on every task that he takes on. Justin is dedicated to giving each of our clients an amazing experience and a reason to come back.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Patrick is pursuing a degree in business and finance at California State University Long Beach. His passion for studying economic trends, tax codes, estate planning, and investing makes him a perfect addition to the Chatterton and Associates Team.
Patrick started his career as an online investor and entrepreneur back in high school and has developed this interest into an impressive personal portfolio and a position at Chatterton and Associates. He lives in Fullerton and surfs, camps, hikes, and snowboards in his free time.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Driven by a desire for personal and professional growth, Piper is committed to carving a successful path in the accounting and finance industry. Her dedication shines through as she continues in her education, is always eager to expand her knowledge and acquire new skills. She envisions a bright future for herself in this field.
When she is not working, Piper loves spending time with her family. She lives in Huntington Beach and in her spare time, Piper enjoys hiking, going to the beach, and creating memories with her family.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Zeid is passionate about the financial industry and is actively pursuing a degree in business economics at the University of California Irvine. He is focused on improving his understanding of tax codes, financial planning, and investment strategies.
In addition to his academic pursuits and business interests, Zeid's dedication extends to his involvement as a track & field athlete at UCI. He also enjoys spending time with friends and family, exploring nature, and frequenting the beach.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Chris is passionate about his work at Chatterton & Associates, leading our advisors’ and tax preparers’ professional development while creating a positive and vibrant culture within the firm. With over 20 years of management and business development experience, he continues to build on Chatterton’s history of dynamic growth with integrity. Chris prioritizes edifying team members by active engagement and effective communication with empathy, positivity, humility, and confidence. He instills in others the desire to always do what is right.
Chris firmly believes that part of being successful is putting the client’s interests above all. Client service is the key to client satisfaction. To this end, he continuously strives to build long-lasting professional relationships with our clients.
Outside of Chatterton & Associates, Chris devotes his time and resources to his local church, and coaching youth soccer and football. Chris is also a Southern California native, and lives in Orange County with his son and daughter.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
From being a Billing Coordinator to a Sr. Accounting Specialist, Melissa is no stranger to the financial world. She has over 18 years of accounting experience under her belt. Her passion for numbers and excellence is what drives her to complete and take on challenges that come her way. She now shares her passion here at Chatterton & Associates as a Bookkeeper.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Joshua is an eager individual dedicated to developing his professional abilities. He values accountability and resilience. He currently attends UC Irvine, pursuing a degree in Business Administration.
His passion is human interaction and developing relationships with people. On the quantitative side he enjoys studying portfolio optimization and the stock market. He is driven to help people. When he is not working, he loves to run and be outdoors. He is excited for his future with the firm.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Trey has a passion for the financial industry and is currently studying at the American College of Financial Services and expects to obtain his CFP® (Certified Financial Planner™) certification by the time he graduates in May 2025. He is majoring in business administration with a emphasis in Marketing at the University of Southern California.
Trey is focused on taking small steps to become better everyday. He loves building long lasting relationships. With his caring and empathetic nature, he finds fulfillment in assisting others in attaining their goals and desires.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
Michael considers how innovation transforms businesses for the better and is passionate about building genuine, long-lasting relationships through B2B sales. He strives to help clients succeed.
Outside of the office, you can find Michael surfing the coastline or exploring breathtaking destinations via the open road. He is an avid foodie, and believes each journey is an opportunity to uncover new experiences and cultures while connecting with others over meals.
Whether riding the waves or navigating the intricate world of B2B sales, Michael aims to embrace every moment, savor every experience, and always make a positive impact.
Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.
With a major in Psychology and minors in Business and Sociology from the University of Colorado Boulder, Sophia brings a unique blend of analytical and people-centric skills to the firm. Her passion for understanding human behavior and her genuine love for connecting with others make her a dynamic professional who thrives in the world of B2B sales.
During her free time, Sophia enjoys spending her time in the outdoors, working out, baking, going off-roading, and spending time with friends and family. She looks forward to her future at Chatterton and Associates.
