CSLP Program - Student Loan Advisor Training
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Advisor Detail

Rosario Chacon

Designation: CFP®,CSLP®,EA,MBA,RIA
Languages: English,Other,Spanish
We believe that education is a good investment for your financial growth. We help you manage your student debt through cash flow and tax management while achieving your professional goals.
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Contact Information

Oakland
Email:
Rosario@Wealth-SourceFinancial.com
Business Phone:
(415) 202-3820
City: Oakland
State: CA
Zipcode: 94608

Social Information

Business Name:
Wealth-Source Financial

Business Information

Congratulations! You have accomplished many—and perhaps most—of what were once just dreams. Now you are ready to take the next step in your financial life, yet student loans may still feel like a lingering weight.

Whether you are a first-generation professional or come from generational wealth, managing money in alignment with your values is complex. Add career changes, a growing family, or new responsibilities for aging parents, and even thoughtful decisions can feel uncertain.

Together, we will map your financial life with intention and precision, adjusting as circumstances evolve. As a fiduciary and IRS-authorized tax professional, I integrate advanced student loan planning with technically sound tax strategy—including specialized expertise in filing separately in community property states, where filing status meaningfully affects outcomes.

I look forward to helping you minimize unnecessary tax and loan costs while keeping life’s larger goals—and your peace of mind—at the center.

Disclaimer:
Wealth-Source Financial (Wealth-Source) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Wealth-Source in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
Focus Areas:
Parent Plus, Financial Planning, Personal Tax, Retirement, Investments, Student Loans, Financial Management
License 1:
CFP
License 2:
EA
License 1:
298949
License 2:
00145619-EA
Fees:
Assets Under Management, Flat Fee, Hourly, Monthly Retainer
Client Types:
Business Owners, Medical Doctors, Other Professionals, Parent Borrowers, Recent Grads, Tax Planning, Veterniarians
CSLP Issue:
January 5, 2021
CSLP Exp:
January 5, 2027
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McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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