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Family You Can Rely On

We believe there is a solution to managing your overall financial well-being with the right people supporting you.

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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

Our Story

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Robert D. Chatterton

Financial Planner

Robert D. Chatterton - ChFC®, CFP®

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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, 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.

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Kyle P. Schneider

Financial Planner

Kyle P. Schneider - ChFC®, CFP®

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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. 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 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.

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Eric Y. Oh

Financial Planner

Eric Y. Oh - ChFC®, CFP®, ChSNC®

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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, Royal Alliance Associates, 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.

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Arrash B. Zare

Financial Planner

Arrash B. Zare - CFP®, ChFC®, RICP®, WMCP®, CPFA®, NSSA®

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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, Royal Alliance Associates, 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.

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Bradley Griffiths

Chief Compliance Officer

Bradley "Buddy" Griffiths- Chief Compliance Officer, APMA®, CPFA®, CFCS®, AIF®, MBA

Bradley has worked in financial services since 2015 after working for Biola University for more than a decade, teaching a variety of diverse subjects from economics to Platonic philosophy. He takes an instructional and research-driven approach to his duties and prioritizes improving the education of investment professionals and the investing public. As the Chief Compliance Officer for Chatterton & Associates, he is responsible for maintaining compliance with the regulatory requirements of the various states in which we conduct business, the SEC, and FINRA. He oversees internal and external firm audits and develops and monitors adherence to the firm’s Code of Ethics. In addition to internal policies, procedures, and controls of client privacy and account transactions, he regularly conducts compliance and ethics training for the firm’s advisers and employees.

He received his bachelor’s degree in biochemistry and master’s degree in education from Biola University and his master’s in business administration from the Quantic School of Business & Technology. His securities registrations include the 7, 66, 53, and 24. Bradley is a registered representative of, and offers securities through, Royal Alliance Associates, Inc. Member FINRA/SIPC.

Bradley lives in Whittier with his wife and a motley assortment of cats.


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Teresa De Luca

Head of Operations & Client Account Manager

Teresa De Luca - Head of Operations and Client Account Manager to Rob Chatterton

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.

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Rachel Linn

Client Account Manager

Rachel Linn - Client Account Manager to Kyle Schneider

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. 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 childcare provider and personal assistant for two years. Rachel began working with Chatterton & Associates in 2011 and has since obtained the Series 7 and 66 securities registrations. She currently resides in Newport Beach after having lived in Huntington Beach for several years.

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Kristine Ornelas

Client Account Manager

Kristine Ornelas - Client Account Manager to Eric Oh

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, 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 & Associates throughout her college years and recently celebrated her 15th anniversary with the company in 2021.

She has enjoyed many travels to beautiful parts of the world, including Ireland and Italy. Kristine is a proud mother to her two-year-old daughter, Nola Leigh-Aiko. She currently resides in Montebello as a brand new homeowner.

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April Nguyen

Client Account Manager

April Nguyen- Client Account Manager


April joined our team in 2019. She focuses on the daily administrative tasks and is responsible for client onboarding and all transactional needs associated with accounts.

April graduated from Chapman University with a bachelor’s degree in education and a minor in sociology. She enjoys traveling, camping, being outdoors, and going to music events. In her spare time, April likes to do Peloton workouts and spend quality time with her family and friends.

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Lucy Ramirez

First Impressions

Lucy Ramirez - First Impressions

What makes us different?
We believe in relationships not transactions.

Lucy joined Chatterton & Associates in August of 2016. 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. 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.

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Chris Mazzuckis

Director of Business Development

Chris Mazzuckis - Director of Business Development


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. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

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Scott Grandfield

Enrolled Agent

Scott Grandfield -  Enrolled Agent


Scott began his tax office journey in 1989, though it wasn’t until 2000 that he began to prepare taxes for a living. Scott is dedicated to helping clients make intelligent tax and business decisions while ethically minimizing tax liability. His determination and dedication ensure that every client is treated with high regard.

Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

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David Hilliard

Enrolled Agent & NTPI Fellow

David Hilliard -  Enrolled Agent & NTPI Fellow


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 the First Vice-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. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

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Justin Carr

Enrolled Agent

Justin Carr - Enrolled Agent


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. He has recently been elected to the Board of Directors for the Orange County Chapter of the California Society of Enrolled Agents (OCCSEA).

Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

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Kevin Galvez

Enrolled Agent

Kevin Galvez -Enrolled Agent


Kevin is a highly skilled tax preparer who is driven to help his clients. With almost a decade of experience in individual and corporate taxes, he uses an in-depth and proactive approach to successfully navigate the tax code.

Kevin began his professional tax career after graduating from the University of California, Riverside where he holds a bachelor’s degree in economics. While attending UCR, he interned at a tax firm and was the treasurer of the rock climbing club. He lives in Huntington Beach and enjoys surfing and hiking in his free time.

Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

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Janet Harrison

Tax Coordinator

Janet Harrison - Tax Coordinator


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. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

 

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Sierra Trujillo

Tax Coordinator

Sierra Trujillo - Tax Coordinator


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. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

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Melissa Carter

Bookkeeper

Melissa Carter – Bookkeeper


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. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

 

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Kymberly Sinclair

Sr. Compliance Analyst

Kymberly Sinclair - Sr. Compliance Analyst

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 Sr. Compliance Analyst, 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. In her free time, Kym loves spending time with her son Shane, gardening, cooking, and going wine tasting.

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Esther Gutierrez

Human Resources Administrator, PHRca

Esther Gutierrez - Human Resources Administrator, PHRca

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 all employees and assists with security measures within our building. She comes from an aerospace, manufacturing and logistics background and has helped many companies enhance their culture by helping to establish and improve HR efficiencies, complying with state and federal laws. Esther obtained her BS 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.

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Shanah Kitzerow

Growth Leader in Marketing & Experience

Shanah Kitzerow - Growth Leader in Marketing & Experience


As our Growth Leader in Marketing & Experience, and a partner to all who believe in building relationships, innovative teams, and knowledge bases, Shanah leads with honesty and gratitude. With over 20 years of experience in multi-media production, IT training and consulting, and in financial services marketing, she brings a wide range of leadership and growth development knowledge to our team. Since joining Chatterton & Associates in 2014, she has led more meaningful connections with our people in our office through our client events and within our digital community.

Shanah recently moved midway between her retired parents and the office. She has two fiercely intentional daughters who keep her on her toes – and who are her greatest teachers – and the most incredible and patient partner who understands the passion she holds for her work. Shanah counts all her blessings for an incredible family at home and in the office, and continues to grow in her leadership, brand development, bringing wisdom in resources, building better systems, and making our impact felt in the community - alongside the greatest team.

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Ivy Cheng

Creative Lead in Marketing

Ivy Cheng - Creative Lead in Marketing 


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.

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Menna Eshete

Marketing Operations

Menna Eshete - Marketing Operations


Menna has been on the marketing team at Chatterton & Associates for over a year, where she focuses on moving crucial marketing projects into completion. She drives social media, mailing timelines, and planning ahead with content and new developments. She loves the world of marketing and is passionate about her work and great team.

Menna graduated in 2013 from Cal State Monterey Bay, with a bachelor’s degree in business with a concentration in marketing. Born and raised in the Central Valley, she moved to Southern California in January of 2014. In 2015, she worked as a Food Drive and Marketing Coordinator with Second Harvest Food Bank for four and a half years. She currently resides in Orange County.

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Justin Enriquez

Client Communications

Justin Enriquez - Client Communications


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. Enrolled agents are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.  Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.  Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

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