Robert D. Chatterton

Financial Advisor

Email:

robert@chattertoninc.com

Phone:

(714) 572-2050

Office(s):

3061 E. La Palma Ave, Anaheim, CA 92806

Assistants:

contactus@chattertoninc.com

Specialities:

401(k) & Workplace Plans

Business Planning

Charitable Giving

College Planning

Estate Planning

Executive Compensation & Stock Options

High Net Worth Clients

Insurance Solutions

Intergenerational Wealth Planning

Investment Management

Long-Term Care

Medicare Guidance

Pre-Retirees & Retirees

Retirement Planning

Social Security Planning

Tax Strategy

Wealth Transfer

ARTISANCAP

About

Rob Chatterton is passionate about his business and his clients. With over 30 years of experience, he strives to build long-term relationships with his clients and their families, and business owners by providing professional service, proactive financial solutions, and straightforward advice.

Rob 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, ensuring comprehensive financial guidance. As a Certified Exit Planning Advisor (CEPA®), Rob also specializes in helping business owners plan for successful transitions and maximize business value.

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 Counselor, Accredited Asset Management Specialist, and 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.

In his spare time, Rob enjoys traveling to new places with family and friends and teaching the younger generation about financial planning.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. ARTISANCAP is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.