Robert D. Chatterton

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.

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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.

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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.

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