Meet Your Personal Finance Partner
Rosario Chacón, MBA, EA, CFP®, CSLP®, FBS®
I’m a Financial Life Planner here in the beautiful Bay Area, and I founded Wealth-Source Financial Planning because I care deeply about helping people develop a healthier, more peaceful relationship with money. My work involves more than spreadsheets and investments — it’s about supporting you in creating a financial life that aligns with your values and dreams.
I understand that life is full of changes — new careers, growing families, caring for loved ones, or planning for the future. With each stage, important choices arise, and sometimes the weight of those decisions can feel overwhelming. What I’ve learned, and share with my clients, is that there are no perfect answers — only the answers that are right for you.
It’s a privilege to walk alongside you as a guide and partner on your journey. As a fiduciary and a financial life coach, my role is to help you gain clarity and peace of mind about your finances, so you can focus more energy on the people and pursuits that matter most.
You've learned a little about me and why I believe financial planning should be about more than numbers. Now I'd like to learn a little about you.
My complimentary Financial Confidence Assessment takes just a few minutes and is designed to help you reflect on where you are today, what's most important to you, and where you may want greater clarity or confidence.
Disclosure: The Financial Confidence Assessment is provided for educational and informational purposes only. It is designed to help you reflect on your financial situation, priorities, and level of financial confidence. The assessment and any results, comments, or general information provided should not be considered individualized financial, investment, tax, or legal advice.