Arrash Zare
Certified Financial PlannerTM at Chatterton & Associates
- Role
- Certified Financial Plannertm at Chatterton & Associates at Chatterton & Associates
- Location
- Anaheim, CA, US
- LinkedIn followers
- 500 followers
About Arrash Zare
As a Certified Financial Planner with Chatterton and Associates, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey. Holders of the NSSA® Certificate have completed the Social Security Certificate program offered by National Social Security Association, LLC. Chatterton and Associates has no affiliation with the NSSA. For more information visit nationalsocialsecurityassociation.com.Arrash Zare is a registered representative with, and securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory services are offered through Chatterton and Associates, a registered investment advisor. For hyperlinks to FINRA and SIPC, please refer to \'See Contact Info\' section above. Third party posts found on this profile do not reflect the views of Chatterton and Associates and have not been reviewed by Chatterton and Associates as to accuracy or completeness.The financial professionals associated with Chatterton and Associates may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Certified Financial Plannertm at Chatterton & Associates
May 2022 — Present · Anaheim, CA, US
Whether you\'re preparing for retirement, running your own business, or building a legacy for your family, we\'re here for you every step of the way. By integrating advice from wealth, tax, and estate professionals who answer the questions you didn\'t know to ask, our clients feel supported in improving their financial well-being. We value the long-term relationships we build with our team members and clients. We believe in listening to understand, and we are committed to enriching lives together. Chatterton & Associates, a place you feel understood.
Education
University of California, Riverside
Bachelors
2011 — 2016
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