Daniel Chacon, CFP®, CPA, CKA®
Private Wealth Advisor
Orange County, CA
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Services Offered
Daniel Chacon is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Orange County, California.
As a CERTIFIED FINANCIAL PLANNERTM certificant Daniel analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining the company, Daniel worked as an Audit & Assurance Associate at Deloitte & Touche where he audited financial statements, transactions, and internal control processes of large financial service and investment management companies.
Daniel graduated magna cum laude from California State University, Long Beach earning a BS in business administration double majoring in finance and accountancy. He was named The Outstanding Graduate of the College of Business for the university’s graduating class.
Active in the community, Daniel teaches personal finance courses at his local church and enjoys being involved with marriage ministries.
Daniel and his wife, Kayla, and son Noah, currently reside in Irvine, CA. They enjoy spending time at the beach and mountains where you can find them surfing or snowboarding together.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.