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
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 registration 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.
Eric Oh, CFP®, ChFC® 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 gives them the best shot at 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 the client’s 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 licenses. 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.
Cameron is a Financial Planner, and as the newest member of the advisory team he looks to the future of Chatterton & Associates, The Wealth Management Team, Inc. Cameron’s focus is to guide his clients through every aspect of their financial timeline by helping them 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 savings strategies. Additionally, he works as a liaison with trusted tax and estate planning professionals to monitor each client’s overall financial success with a discerning eye. Above all, Cameron believes that any successful client relationship roots from honest, up-front and forthcoming advice based upon a long term and committed relationship, strengthened by professional and personalized services.
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. Currently, Cameron is completing his Certified Financial Planner™ (CFP®) credentials at U.C.L.A. He presently holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities licenses, 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.
Born and raised in Central Oregon, Cameron has now lived in Southern California since 2007. Currently residing in Newport Beach, he is also actively involved in community philanthropy through the scope of a family foundation supporting both domestic and international non-profit organizations.
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.
Teresa began working with Chatterton & Associates in February of 2012, and now works directly with Rob and his clientele. She assists Rob’s clients with a variety of services to include -new accounts, transfers, trades, withdrawals, and other regulative actions that ease our client’s financial planning experience. Teresa also coordinates with our Estate Planning and Tax office to ensure that our clients are receiving quality service pertinent to their overall plan. She works closely with Rob to create meeting reports and services all needs on client accounts.
Teresa holds the Series 7 and Series 66 securities registrations. She graduated in 2013 from Cal Poly Pomona with a Bachelor’s Degree in Accounting and currently resides in Newport Beach.
As Executive Assistant 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.
As the Executive Assistant 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.