Arrash B. Zare

Arrash believes the financial advisor’s biggest responsibilities are client education and open and honest conversation. Working with other professionals in tax, estate, and business financial planning, he aims to help clients – not only individuals and families, but also business owners – grow, protect, and transition their assets effectively.

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Arrash knows that a primary part of being a financial planner is advocating 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 are the keys to client satisfaction, so he strives to build long-lasting professional and personal relationships.

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As a Certified Exit Planning Advisor (CEPA®), Arrash specializes in guiding business owners through strategic financial planning, ensuring they improve their business value, growth, and profitability and achieve a successful transition when exiting their business.

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Arrash currently holds the Series 7, 6, 65, and 63 securities registrations and is a licensed life/health insurance agent. He is an Investment Advisor representative with Chatterton & Associates and separately, a registered representative of, and offers securities through, Osaic Wealth, Inc., Member FINRA/SIPC.

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Arrash was born in La Habra and grew up in Fullerton. He enjoys spending time with friends and family, traveling, watching the Lakers, and playing sports.