William Shin

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.

Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and 10 years of industry experience. He has worked at Kodiak Capital Advisors since 2015 and previously at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm focuses on fundamental analysis and offers investment strategies including stocks, bonds, ETFs, and options, with an emphasis on small- and medium-cap securities.

Justin Klein is a financial advisor with Klein Pavlis & Peasley Financial, Inc. in Irvine, CA, holding a Series 65 designation and 21 years of industry experience. He has been with Klein Pavlis & Peasley since 2003. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.

Harmon Kong is a Certified Financial Planner® with 28 years of industry experience at Apriem Advisors, where he has worked since 1998. He is also an independent insurance agent for Apriem Insurance Services, advising on insurance matters and managing renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants by providing wealth management, customized portfolio management, retirement plan advisory, and charitable investment services.

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