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 is passionate about his business and his clients. With over twenty years of experience, he strives to build long-term relationships with his clients, and their families, by providing professional service, pro-active financial solutions and straightforward advice.
As the Founder & President of Chatterton & Associates – The Wealth Management team, Inc. and the visionary of Planning You Can Trust, 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, coordinate estate plans for the client and beneficiaries, and implement and manage personalized investment strategies.
Rob Chatterton is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) specializing in the wealth management needs of successful employees and retirees in Orange County. His other industry credentials include - Chartered Mutual Fund Counselor℠, 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 Royal Alliance Associates, 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 wealth advisor through his expertise in meeting the needs of a select group of families. He is among the firm’s top advisors and is a member of Royal Alliance’s “Royal Court”.
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 is a Certified Financial Planner™ and Chartered Mutual Fund Counselor℠ through the College for Financial Planning. He also earned his Chartered Financial Consultant® designation from The American College. He holds the Series 7 and 66 securities registrations and is a licensed Life/Health insurance agent.
Outside of Chatterton and Associates, Kyle devotes his time and resources at his local church, Little League Baseball, Junior United Soccer Association, and 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 Oh, CFP®, ChFC®, ChSNC® joined the Wealth Management Team, Inc in 2008. Eric firmly believes that part of being a CFP® is putting the client’s interest above all. This is achieved by listening to the client’s specific needs then devising a plan that 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 help the client’s address their 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. Eric 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 Royal Alliance Associates, Inc. Member FINRA/SIPC.
Eric was born Fort Lauderdale, Florida and had lived in Seoul, Korea for many years. He has been a resident of Orange County since 1996 and currently lives in Irvine, California.
Every consultation with one of our fiduciary-based financial planners aims to uncover areas of improvement, and potential threats to your financial wellness.
Cameron has been a Financial Planner with Chatterton & Associates, The Wealth Management Team, Inc. since 2012. His focus is to guide clients through every aspect of their financial life by helping them to create and manage a comprehensive financial plan, unique to their individual objectives. This includes guidance on their portfolio construction and asset allocation, cash flow analysis and management, retirement income planning and distribution, and proactive tax management strategies. Additionally, he works as a liaison with tax and estate planning professionals to monitor each client’s overall financial well-being with a discerning eye.
Above all, Cameron believes that any successful client relationship roots from honest, up-front and transparent advice based upon a long term and devoted relationship. This is then strengthened by professional and personalized services, and substantiated by an ongoing fiduciary commitment to his clients and their families.
Cameron received his Bachelor’s degree in Business Administration with emphases in Finance, Entrepreneurship, and Real Estate, per Cum Laude recognition from Chapman University, with addition of a Minor in Managerial Leadership.
Cameron completed his Personal Financial Planning coursework at U.C.L.A. and then was awarded his Chartered Financial Consultant® (ChFC®) designation through The American College. In addition, he presently holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities registrations, and is a licensed life insurance agent. Cameron is an investment advisor representative with Chatterton & Associates and separately, a registered representative of and offers securities through Royal Alliance Associates, Inc. Member FINRA/SIPC.
Cameron has lived in Southern California since 2007, after being born and raised in Bend, Oregon. Currently residing in Tustin, he is also actively involved in community philanthropy as a Board Member of his family foundation, supporting both domestic and international non-profit organizations.
We create relationships with clients, hopefully long-term relationships that help clients navigate their financial life.
Tami has worked with Rob since 1998 and is the Chief Compliance Officer for Chatterton & Associates. She is responsible for ensuring that Chatterton & Associates complies with its outside regulatory requirements for the SEC and FINRA, setting Codes of Ethics for Advisors and Staff, developing a comprehensive Compliance Program, overseeing all internal and external ongoing Audits, in addition to implementing internal policies and controls on all client account transactions including the protection of each client’s information and privacy.
Tami graduated from Pepperdine University with a degree in Business Science and Management. Her securities registrations include: 7, 66, 24, and 53.
We have a very distinct company in which we work with both a tax and estate planning team, allowing us to create a comprehensive financial plan. This allows us to look at your financial picture as whole.
Teresa started her career with Chatterton & Associates in February of 2012. She graduated from The Cal Poly Pomona Business Program, emphasizing in Accounting. Since then, Teresa has worked closely with Rob Chatterton and his clientele, providing all transactional and general account support. She is also our operations officer, responsible for overseeing that transactions are delivered with the utmost quality for our clients’ and their financial planning experience. Additionally, Teresa coordinates with our Estate and Tax Planning offices to ensure that our clients are receiving quality service pertinent to their overall plan.
Teresa holds the Financial Industry Regulatory Authority Series 7 & 66 securities registrations.
Having our clients work with all three firms gives them an advantage and comfort to know that their whole financial plan is being taken into consideration – we are supporting them from all angles and thoroughly looking at the big picture.
As the Client Account Manager to Kyle Schneider, Rachel focuses on the daily administrative tasks incumbent of Kyle's entire client-base. These tasks include opening new client accounts, processing client distributions, executing client account trades, and managing the various tasks such as meeting prep and implementation. As the liaison for upholding client satisfaction for each of Kyle's clients, Rachel also strives to create and maintain a first-class level of follow-up and attention to detail in managing the processes and paperwork needed for each of Kyle's individual client needs. Rachel graduated in 2009 from Centenary College in Hackettstown, New Jersey, with a Bachelor’s Degree in Sociology with a Human Services Concentration. Born and raised in New Jersey, she moved to Southern California in August 2009, where she worked as a child care provider and personal assistant for two years. Rachel began working with Chatterton & Associates in 2011 and since then has obtained the Series 7 and 66 securities registrations. She currently resides in Newport Beach after having lived in Huntington Beach for several years.
Our advisors offer proactive advice. They look at your whole financial state to get a better understanding of how you can achieve your goals.
As the Client Account Manager to Eric Oh & Cameron Jalbert, Kristine handles the daily administrative tasks for all of their clients. She strives to keep the office running in an organized and efficient manner.
Kristine graduated from California State University, Fullerton with a Bachelor's Degree in Communications in 2006. She worked at Chatterton and Associates throughout college years and recently celebrated her 10 year anniversary with the company in 2014.
She has enjoyed her many travels to beautiful parts of the world, including Ireland and Italy. Kristine is a proud mother to her 2 year old daughter, Nola Leigh-Aiko. She currently resides in Montebello as a brand new homeowner.
Not affiliated with Royal Alliance Associates, Inc.
What makes us different? We believe in relationships not transactions.
Lucy joined Chatterton & Associates in August of 2016. As our Director of First Impressions, Lucy is the first and last person our clients will see when they are in the office, leaving a warm and lasting impression. Additionally, Lucy has taken on the role of coordinating our employee appreciation events, which are held monthly on an internal basis. Lucy began her career in customer service and sales, working in an array of different industries. Outside of Chatterton & Associates, Lucy loves to travel, be with her family, and enjoy a great movie. She currently resides in Norwalk with her husband Vic, her children, and grandson.
Life is complicated it’s nice to meet with someone who can give you some direction.
Esther Joined the Chatterton & Associates team in March of 2016.
Esther is in charge of Human Resources Administration. Her day to day focus is primarily on employee systems, regulations and managing QuickBooks. Esther ensures the safety of the all employees and assists with security measures within our building. She comes from an aerospace, manufacturing and logistics industries background and has helped many companies enhance their culture by helping to establish and improve HR efficiencies; complying with state and federal laws. Esther obtains her BS degree in Business Management from Cerritos Community College and Graduated from University of Phoenix.
Outside of Chatterton & Associates, Esther loves to go on hikes and hang out with her husband, two girls and her little boy. Working hard, being present for her family and being open and honest are some of the values Esther brings to the Chatterton team.
We listen to people and do our best to provide clear answers to financial questions and concerns.
Kym joined Chatterton & Associates in April of 2018. As our Compliance Assistance, Kym works closely with our Chief Compliance Officer to ensure that our firm complies with all regulatory requirements. Kym has a background in compliance research and analytics, and works heavily on multiple projects for our firm. She spent several years in a few different industries, including Mortgage, Insurance, and Banking. Kym was born and raised in California and currently resides in Huntington Beach with her husband Jeff and dog, Rusty Bob. In her free time, Kym loves spending time with her son Shane, gardening, cooking, and going wine tasting.