Katherine Chacon, Financial Advisor

FINANCIAL ADVISOR
Katherine M Chacon

CFP®, ChFC®, CEPA®, AAMS™
3650 Forest Hill Blvd Suite 1, Palm Springs, FL 33406opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Tennis
  • Traveling
  • Reading

Team Members

  • Barbara Scheithauer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(561) 965-0011

Fax

(888) 215-4213

Office Address

3650 Forest Hill Blvd Suite 1
Palm Springs, FL 33406opens in a new window

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