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Daniel Chacon

Daniel Chacon, CFP®, CPA, CKA®

Private Wealth Advisor
Orange County, CA

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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, 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.

"As we prepare for retirement, we’ve had Daniel review our holdings. He suggested small changes that have increased our cash flow, allowing us to reach several financial goals."

"I am very grateful to have found Ronald Blue Trust. Daniel Chacon and his team have guided us through the financial process of preparing for retirement with care, concern and the utmost professionalism."

"The Orange County team of Ronald Blue Trust is awesome to work with. Very knowledgeable, professional and focused on client needs and a desire to steward assets well with an eternal perspective in mind. Their full team has complete integrity and trust. They are great to partner with in creating a solid financial plan for your family and future generations to come."

"We selected Ronald Blue Trust Orange County because we knew we could trust them due to their training and integrity. We also appreciate their Christian perspective and biblical philosophy of wealth management. It has been a relief to have the assistance and services of Daniel and his team - we have no regrets!"

"I would like to express my thanks for the work Daniel has done for me over the past year. I am absolutely delighted with his service. It is rewarding to work with a financial adviser who is truly interested in their client’s needs, circumstances, and preferences. What really impressed me was the way Daniel took the time to get a feeling for where I was at, his resourcefulness and common‐sense approach. Daniel’s professional, ethical, and caring demeanor evokes my trust and respect. I gladly recommend his services whenever possible. May he prosper, along with his clients."

"Our advisor 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."