Rosario Chacón's Location
California, United States
Rosario Chacón's Work
- Principal Adviser and Founder @ Wealth-Source Financial
- SENIOR HOUSING COUNSELOR @ Mission Economic Development Agency
- FINANCIAL CAPABILITY COACH @ Mission Economic Development Agency
- PERSONAL FINANCIAL ADVISOR @ Personal Financial Consultants
- FINANCIAL ADVISOR @ Morgan Stanley
- BRANCH MANAGER @ Apoyo Financiero, Inc.
- FINANCIAL ANALYST @ Citi
- ASSISTANT MANAGER @ Community Options, Inc.
Rosario Chacón's Education
- Creighton University's Heider College of Business
Graduate Certificate in Financial Psychology and Behavioral Finance (Behavioral Finance)
2018 - 2019 - University of California, Berkeley
Certificate in Personal Financial Planning (Personal Financial Planning)
2016 - 2017 - Mills College, Lorry I. Lokey Graduate School of Business
MBA
2006 - 2007
- Mills College
BA (BUSINESS ECONOMICS)
2004 - 2006 - Latino Board Leadership Academy
- The HOPE Leadership Institute (HLI)
- College of Marin
Associate of Arts (AA) (Business Administration and Management, General)
2002 - 2004 - Merritt College
Associate of Arts (AA) (Real Estate)
Rosario Chacón's Skills
- Finance
- Financial Reporting
- Management
- Retirement Planning
- Variance Analysis
- Sales
- Training
Rosario Chacón's Summary
Rosario Chacón, based in California, United States, is currently a Principal Adviser and Founder at Wealth-Source Financial, bringing experience from previous roles at Mission Economic Development Agency, Personal Financial Consultants and Morgan Stanley. Rosario Chacón holds a 2018 - 2019 Graduate Certificate in Financial Psychology and Behavioral Finance in Behavioral Finance @ Creighton University's Heider College of Business. With a robust skill set that includes Finance, Financial Reporting, Management, Retirement Planning, Variance Analysis and more, Rosario Chacón contributes valuable insights to the industry. Rosario Chacón has 2 emails on RocketReach.
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Rosario Chacón
Principal Adviser and Founder at Wealth-Source Financial
California, United States2
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