Daniel Chacon is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Orange County, California.
As a CERTIFIED FINANCIAL PLANNER® certificant Daniel analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining the company, Daniel worked as an Audit & Assurance Associate at Deloitte & Touche where he audited financial statements, transactions, and internal control processes of large financial service and investment management companies.
Daniel graduated magna cum laude from California State University, Long Beach earning a BS in business administration double majoring in finance and accountancy. He was named The Outstanding Graduate of the College of Business for the university’s graduating class.
Active in the community, Daniel teaches personal finance courses at his local church and enjoys being involved with marriage ministries.
Daniel and his wife, Kayla, reside in Irvine, CA with their two children, Noah and Avery. They enjoy spending time at the beach and mountains where you can find them surfing or snowboarding together.