Chatterton & Associates

Arrash Zare is a financial advisor with Chatterton & Associates in Anaheim, CA, holding CFP® and ChFC® designations and possessing nine years of industry experience. He has worked at multiple firms including LPL Financial and Waddell & Reed, Inc. Zare is also a registered representative and insurance agent with Osaic Wealth. Chatterton & Associates serves individuals, including high-net-worth clients, and pension and profit-sharing plans by providing asset management, financial planning, and retirement plan advisory and consulting. The firm employs a top-down approach to allocation across SEI models, mutual funds, ETFs, and individual securities, and offers additional services such as tax preparation, bookkeeping, and business advisory.

Eric Oh is a CFP® and ChFC® professional with 17 years of experience at Chatterton & Associates in Anaheim, CA. He has worked at OSAIC and Chatterton & Associates since 2008, serving as a financial planner focusing on fee-based investment products. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business consulting services. The firm applies a top-down investment approach using SEI asset-allocation models and manages approximately $1.33 billion in assets for over 1,500 clients.

Robert Chatterton Jr. is a CFP® and ChFC® with 31 years of industry experience. He has been with Chatterton & Associates since 2004 and is also affiliated with Osaic Wealth. He serves as trustee for a family trust related to his disabled brother. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a top-down approach to global economies and sectors, employing SEI asset-allocation models alongside mutual funds, ETFs, and individual securities, with a focus on mostly non-discretionary management and limited short-term trading.

Robert Chatterton III is a financial advisor at Chatterton & Associates in Anaheim, CA, holding a Series 66 credential. He has six years of industry experience and has worked with Chatterton & Associates since 2020 and OSAIC since 2025. Prior to his financial career, he spent six years in education at Beckman High School and Pioneer Middle School. Chatterton & Associates advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, providing asset management, financial planning, retirement plan consulting, and additional tax and business advisory services. The firm employs a top-down investment approach using SEI asset allocation models and combines multiple service offerings across investment management, tax preparation, and business consulting.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.

Teresa De Luca is a financial advisor at Chatterton & Associates with 11 years of industry experience. She holds the ChFC® and Series 66 credentials and has worked at both Chatterton & Associates since 2012 and Osaic (formerly Royal Alliance) since 2014. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business advisory services. The firm employs a top-down investment approach using SEI asset-allocation models and primarily provides non-discretionary management with limited active short-term trading.

Kyle Schneider is a CFP® and ChFC® with 28 years of experience in the financial industry. He has been with Chatterton & Associates, The Wealth Management Team, Inc. since 2004 and has worked with Osaic Wealth since 1998. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans on asset management, financial planning, and retirement plan consulting. The firm utilizes a top-down approach to global economic evaluation and offers both discretionary and non-discretionary management along with in-house tax preparation, bookkeeping, and business advisory services.