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Rosario Chacon

Wealth-Source Financial is an Independent Fee-Only advisory. When you work with Wealth-Source, you partner with a professional who applies her coaching skills and professional expertise to help you build and stay put on your personal goal map.


,  Oakland, CA   415-202-3820  
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Rosario Chacon

Wealth-Source Financial Planning is an independent fee-only practice dedicated to helping you and your family improve your relationship with your finances so you can achieve the financial plan we will build together.

My chosen paths in life have brought me today to you, ready to work as partners to get you on your path towards your financial freedom. As a fiduciary, and life coaching professional, I will help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal and professional life.

Disclaimer "Wealth-Source Financial, LLC (“Wealth-Source”) is a Registered Investment Adviser offering advisory services in the State of California, and in other jurisdictions where exempted. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth-Source, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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About

Designations:

FINRA/CRD: 300055

Languages: English, Spanish


Focus Areas

  • Student loans
  • Comprehensive financial planning
  • Budget and debt management
  • Investment management
  • Retirement planning
  • Personal Taxes