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Daniel Chacon

Daniel Chacon, CFP®, CPA, CKA®

Sr. Financial Planner
Orange County, CA

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Daniel Chacon is a senior financial planner 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, currently reside in Tustin, CA. They enjoy spending time at the beach and mountains where you can find them surfing or snowboarding together.

"Our advisor, Daniel Chacon, helped us with all of the financial planning involved in purchasing our first home. He came alongside us and acted as our ‘quarterback’ by facilitating meetings with our mortgage broker and recommending real estate agents in our area. The people he recommended were genuine professionals who reflected the values of Ronald Blue Trust and bent over backward to make sure the process was as easy and stress-free as possible."