Cultivate a Healthier Relationship with Your Finances
Build confidence, clarity, and long-term financial wellbeing.
Welcome to…
I am Rosario Chacón
Welcome to Wealth-Source Financial!
I am Rosario Chacón, founder of Wealth-Source Financial. 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.
At Wealth-Source, 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.
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.
Expert guidance for every stage
Wealth-Source Services
Financial Life Planning
Holistic plans built around your life goals.
Investment Management
Strategic portfolios aligned with your risk profile.
One-Time Plan
A focused session for a specific financial question.
Financial Coaching
Ongoing guidance to build lasting money habits.
Speaking Engagement
Inspiring talks on financial wellness for your team.
Fee Only Financial Planning
Your Financial Life Planner:
CERTIFIED FINANCIAL PLANNER®
Financial Behavior Specialist®
Tax Professional (EA)
Fiduciary Financial Planner
Fee-Only Financial Adviser
Your path to financial wellbeing
- Invest with purpose
- Gain clarity and direction
- Build confidence through progress
- Keep what is yours with tax efficiency
- Gain awareness of your personal financial mindset
- Step into financial empowerment
- Experience financial freedom by improving your relationship with money
Grab My Free Guide
Become Your Finances Best Friend
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Quick Link
• Home
• About
• My Clients
Services
• San Francisco Bay Area
• Investment Management
• One-Time Planning
• Financial Coaching
• Speaking Engagements
• Fin Lit Room
INFORMATION
OUR LOCATION
San Francisco Bay Area
Email: Rosario@Wealth-SourceFinancial.com
© Wealth-Source Financial, LLC
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