My name is Katherine Chacon. I was born and raised right here in West Palm Beach and can proudly say I'm a sixth generation Florida native. Staying close to home, I attended high school at Cardinal Newman High School. As I developed an interest in finance, I went on to earn my bachelor's degree in finance at Stetson University in Deland, FL. One of my favorite interests besides finance was tennis, so I played Division 1 tennis for the university all four years.

After graduating in 2009, I began my career as an Edward Jones financial advisor and successfully passed two security registration examinations, Series 7 and 66. Because of my close ties with Palm Beach County, I decided to locate my home in West Palm Beach and business office in Palm Springs.

In 2014, I earned the Accredited Asset Management Specialist™ (AAMS®) professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. This designation is important to me.

In 2021, I earned the CFP® and ChFC® designations.

David Chacon, my husband, and I have two wonderful sons, Gabriel and James. We are very active in our community, church and family life.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Tennis
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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