Rosario Chacon (CFP®, MBA)

Rosario Chacon focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Financial Psychology/Coaching

Additional Information

Welcome to Wealth-Source Financial.

When you work with Wealth-Source, you work with a professional who is a Fee-Only, Fiduciary, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Financial Behavior Specialist (FBS®). This means that you work with an adviser that doesn’t sell financial products with hidden fees and you partner with a professional who applies her coaching skills to help you stay on your personal goals map.

Whether you are a first-generation professional making more than your parents together or you come from generational wealth, managing money according to your personal values is not easy.  Add to it any career changes, a new family or new responsibilities for your elderly parents and it may become overwhelming. You could be 30, 50 or 70 and starting a new cycle in life.  You want to gain clarity and confidence in your choices.  I can help you find the right decision FOR YOU.  Together we can trace your personal map and make adjustments for you as life changes.  

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.


NAPFA Start Date

January 23, 2020


This Office

Call for Appointment Oakland, CA 94608-2815 Phone: (415) 202-3820