Rosario Chacon, CFP, CSLP
Rosario Chacon
Designation: CFP®, CSLP®, EA, RIA
Languages: English, Other, Spanish
At Wealth-Source we believe in preparing well to better serve our clients. Rosario knows first- hand about investing in oneself to deliver one’s best. It is our mission to help you thrive in your journey without letting your student loans get in your way to your vision.

Business Information

Rosario Chacon is a Financial Life Planner in the beautiful Bay Area in Northern California. I founded Wealth-Source Financial Planning as 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.

Life offers a range of opportunities and challenges and as we take the next step in our career or personal life, we are faced with decisions. As we grow older, we realize that there are no right or wrong decisions; there are only decisions that are right for us. You seek guidance when you are ready and you know it is right for you.

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.

Business name: Wealth-Source Financial
Business phone: 415-202-3820
Focus areas: Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Estate planning, Retirement planning, Personal Taxes
License: 300055
Other license: CFP 298949


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.


Bay Area
City: Bay Area
State: CA
Zipcode: 94608

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