Daniel Chacon Email & Phone Number
Partner, Private Wealth Advisor @ Blue Trust
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Daniel Chacon Location
- Irvine, CA, US
Daniel Chacon Work
- Partner, Private Wealth Advisor @ (January 2026 - Present)
- Private Wealth Advisor @ (October 2022 - January 2026)
- Sr. Financial Planner @ (November 2018 - October 2022)
- Senior Audit Assistant @ (October 2017 - November 2018)
Daniel Chacon Education
- California State University, Long Beach
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
2012-2017
Daniel Chacon Skills
- PowerPoint
- Microsoft Excel
- Teamwork
- Time Management
- Communication
- Leadership
- Microsoft Word
- Public Speaking
- Accounting
- Customer Service
- Event Planning
- Financial Accounting
- Management
- Microsoft Office
- Social Media
- High Net Worth Individuals And Families
- Financial Stewardship
- Tax Planning
- Trust And Estate Planning
- Retirement Planning
- Wealth Management Services
- Business Planning
- Cash Flow Planning And Analysis
- Charitable Giving Strategies
- Investment Management
Daniel Chacon Summary
- Daniel Chacon, based in Irvine, CA, US, is currently a Partner, Private Wealth Advisor at Blue Trust. Daniel Chacon brings experience from previous roles at Blue Trust, Ronald Blue Trust and Deloitte. Daniel Chacon holds a 2012 - 2017 Bachelor of Business Administration (B.B.A.) in Accounting and Finance @ California State University, Long Beach. With a robust skill set that includes PowerPoint, Microsoft Excel, Teamwork, Time Management, Communication and more. Daniel Chacon has 2 emails and 1 mobile phone numbers on RocketReach.
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