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Advisor Detail

Rosario Chacon

Rosario Chacon

Designation: CFP®,CSLP®,EA,RIA
Languages: English,Other,Spanish
Wealth-Source Financial is an independent fee-only practice helping professionals improve their relationships with their money through debt & cash flow management, and tax optimization.

Contact Information

Bay Area
Business Phone:
415-202-3820
City: Bay Area
State: CA
Zipcode: 94608
Business Name:
Wealth-Source Financial

Business Information

Wealth-Source Financial is an independent fee-only practice helping professionals improve their relationships with their money. We build your finances together through:
• Debt & Cash Flow Management
• Tax Optimization
• Investments, including Retirement Savings
• The option of Comprehensive Financial Planning
• Behavioral Finance
Rosario knows first-hand that we must invest in ourselves to make changes in our journeys, and it is her mission to help you improve your financial health so you can focus on what you do best in 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.
Focus Areas:
Comprehensive financial planning, Student loans, Personal Taxes, Investment management
License:
300055
Other License:
CFP 298949
CSLP Issue Date:
January 5, 2021
CSLP Expiry Date:
January 5, 2024

© 2016-2024 CSLA Institute Board of Standards. All Rights Reserved.

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