Cultivate a Healthier Relationship with Your Finances
Welcome to Wealth-Source Financial.
At Wealth-Source Financial Planning, I provide personalized, values-driven financial guidance to help healthcare professionals and other busy professionals create clarity, confidence, and peace of mind with their money. As a CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, and Certified Student Loan Professional®, I bring deep expertise in student loans, taxes, and long-term wealth strategies. My goal is to help you align your finances with what matters most, so you can make confident decisions, reduce financial stress, and enjoy greater freedom in both your personal and professional life.
It is a privilege to welcome you to our community and to support your journey toward lasting financial strength.
Hi, I am Rosario Chacón
Wealth-Source Services
Fee-Only Financial Planning
Your Financial Life Planner:
A CERTIFIED FINANCIAL PLANNER™
Financial Behavior Specialist®
A Tax Professional (EA)
Fiduciary Financial Planner
Fee-Only Financial Adviser
o Invest with purpose
o Gain clarity and direction
o Build confidence through progress
o Keep what is yours with tax efficiency
o Gain awareness of your personal financial mindset
o Step into financial empowerment
o Experience financial freedom by improving your relationship with your money
