Konstantinos Panayiotis Gregory

After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

Before we ever talk about financial planning, my team and I want to genuinely understand and deeply care about your life. Not just your accounts, taxes, or investments, but what those things are meant to protect. Your family.
 Your business.
 Your future.
 Your peace of mind.
 The people who depend on you. Our most important responsibility as a team is to listen, understand what matters most, and deeply care about your situation, because it truly matters. Once we fully understand what you are carrying, what you are trying to protect, and what you want your money to make possible, we then help turn that understanding into a clear plan. As a CERTIFIED FINANCIAL PLANNER® at Chatterton & Associates, my goal is simple, to give business owners and retirees a clear plan that keeps you one step ahead so you pay as little taxes as you legally have to, avoid costly mistakes, and are covered if something unexpected comes up. At our firm, wealth, tax, and estate all work together under one roof. I work directly with our CPAs, EAs, and attorneys to help keep your plan aligned and save you money. Qualified wealth clients also receive tax service credits through our firm, which often cover most or all of their tax services. I focus on making financial planning clear and easy to follow. I help clients understand their investments, reduce taxes owed, improve cash flow, and prepare for major transitions like retirement or selling a business. As a CFP® professional, I put my clients’ interests first. I take time to understand your goals and build tailored plans you can act on. I help my clients stay clear on where they stand, what to do next, and why it matters so they can move forward with confidence. Robert Chatterton III 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. Please visit website for disclosures: https://chattertoninc.com/disclaimer

Kathleen Phan is a financial advisor with Stirlingshire Investments, holding Series 7 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LPL Financial LLC and National Planning Corporation. She also sells variable annuities through RetireOne Investment Services LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses and offers access to a wide range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Suzanne Chen is the principal of SEEN Consulting LLC, an independent advisory firm based in Ontario, California. She holds Series 63 and Series 65 licenses and has 27 years of industry experience, including prior roles at Golden State Advisors, LLC and Amber Systems Technologies. SEEN Consulting LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $52 million across about 32 accounts. The firm combines technical and fundamental analysis with modern portfolio theory to construct diversified portfolios and conducts monthly account reviews while offering financial consulting at no additional charge.

Ian Kasoff is a CERTIFIED FINANCIAL PLANNER™ professional and licensed investment advisor with three years of experience. He is the principal of Ikigai Planning, an independent firm, and also operates a solo law practice providing general counsel services to small businesses. His prior roles include positions at Heyman Wealth Management and Kasoff Financial Planning. Ikigai Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities, with a focus on business owners and clients receiving equity compensation. The firm employs an evidence-based investment approach emphasizing strategic asset allocation and diversification through low-cost passive funds, alongside ongoing, client-specific financial planning.

Saad El Hajjaoui is a financial advisor with Xel Wealth Management, Inc. in Ontario, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Falcon Wealth and JPMorgan Chase Bank N.A. Outside of advising, he is a partner at Olve Branch Medical Corp, a medical billing and practice consulting firm where he assists with financial matters and relationship management. Xel Wealth Management is an independent, single-advisor firm managing approximately $8.5 million for around 34 clients, including individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning services, employing a diversified investment approach that integrates fundamental, quantitative, technical analysis, and modern portfolio theory, along with a wrap fee program and tax planning services.