Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®
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Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® Email & Phone Number

Certified Financial PlannerTM at Chatterton and Associates at Chatterton & Associates
Location: Anaheim, California, United States 8 work roles 1 school
2 work emails found @waddell.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email a****@waddell.com
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Current company
Chatterton & Associates
Role
Certified Financial PlannerTM at Chatterton and Associates
Location
Anaheim, California, United States
Company size
36 employees

Who is Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®? Overview

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Quick answer

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® is listed as Certified Financial PlannerTM at Chatterton and Associates at Chatterton & Associates, a company with 36 employees, based in Anaheim, California, United States. AeroLeads shows a work email signal at waddell.com and a matched LinkedIn profile for Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®.

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® previously worked as Certified Financial PlannerTM at Chatterton & Associates at Chatterton & Associates and Financial Advisor at Lpl Financial. Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® holds Bachelors, Business Administration And Management, Finance Concentration from University Of California, Riverside.

Company email context

Email format at Chatterton & Associates

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*@waddell.com
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AeroLeads found 2 current-domain work email signals for Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®. Compare company email patterns before reaching out.

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Profile bio

About Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®

As a Certified Financial Planner with Chatterton and Associates, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey. Holders of the NSSA® Certificate have completed the Social Security Certificate program offered by National Social Security Association, LLC. Chatterton and Associates has no affiliation with the NSSA. For more information visit nationalsocialsecurityassociation.com.Arrash Zare is a registered representative with, and securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory services are offered through Chatterton and Associates, a registered investment advisor. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above. Third party posts found on this profile do not reflect the views of Chatterton and Associates and have not been reviewed by Chatterton and Associates as to accuracy or completeness.The financial professionals associated with Chatterton and Associates may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Leadership, Social Security, Financial Advisory, Retirement Services, and 23 others.

Current workplace

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Chatterton & Associates
Chatterton & Associates
Certified Financial PlannerTM at Chatterton and Associates
Anaheim, CA, US
Website
chattertoninc.com
Employees
36
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Company profile
View company profile Email format
8 roles

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® work experience

A career timeline built from the work history available for this profile.

Certified Financial Plannertm At Chatterton & Associates

Current
Chatterton & Associates

Anaheim, California, United States

Whether you're preparing for retirement, running your own business, or building a legacy for your family, we're here for you every step of the way. By integrating advice from wealth, tax, and estate professionals who answer the questions you didn't know to ask, our clients feel supported in improving their financial well-being. We value the long-term.

May 2022 - Present

Financial Advisor

Lpl Financial

Irvine, California, United States

As a LPL financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their.

Jul 2021 - May 2022

Financial Advisor

Waddell & Reed

Irvine

As a Waddell and Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage.

Jun 2018 - Jul 2021

Investment Advisor Representative

Foresters Financial Services

Neither Foresters Financial Services, Inc. (FFS), Foresters Advisory Services, LLC (FAS), nor any of their affiliates, associates or representatives are affiliated with LinkedIn/Facebook, nor endorse any of the views, representations or services offered or made by anyone else on this site. All securities, life insurance and annuity products and services.

Jan 2018 - Jun 2018

Financial Services Representative

Foresters Financial Services

Monrovia

Neither Foresters Financial Services, Inc. (FFS), Foresters Advisory Services, LLC (FAS), nor any of their affiliates, associates or representatives are affiliated with LinkedIn/Facebook, nor endorse any of the views, representations or services offered or made by anyone else on this site. All securities, life insurance and annuity products and services.

Apr 2016 - Jun 2018
Team & coworkers

Colleagues at Chatterton & Associates

Other employees you can reach at chattertoninc.com. View company contacts for 36 employees →

JE Justin Enriquez Justin Enriquez Colleague at Chatterton & AssociatesLos Angeles Metropolitan Area, United States View → CM Christopher Mazzuckis Christopher Mazzuckis Colleague at Chatterton & AssociatesLaguna Niguel, California, United States, United States View → TC Trey Chatterton Trey Chatterton Colleague at Chatterton & AssociatesTustin, California, United States, United States View → AG Anitha Graves Anitha Graves Colleague at Chatterton & AssociatesUnited States, United States View → NJ Nicholas Jakes Nicholas Jakes Colleague at Chatterton & AssociatesCanberra, Australian Capital Territory, Australia, Australia View → PF Patrick Fingerhut Patrick Fingerhut Colleague at Chatterton & AssociatesIrvine, California, United States, United States View → DM Diana Magaña Diana Magaña Colleague at Chatterton & AssociatesOntario, California, United States, United States View → SD Steven Dang Steven Dang Colleague at Chatterton & AssociatesOrange County, California, United States, United States View → SC Sophia Chatterton Sophia Chatterton Colleague at Chatterton & AssociatesAnaheim, California, United States, United States View → MD Michael Da Rosa Michael Da Rosa Colleague at Chatterton & AssociatesAliso Viejo, California, United States, United States View →
1 education record

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® education

FAQ

Frequently asked questions about Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®

Quick answers generated from the profile data available on this page.

What company does Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® work for?

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® works for Chatterton & Associates.

What is Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®'s role at Chatterton & Associates?

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® is listed as Certified Financial PlannerTM at Chatterton and Associates at Chatterton & Associates.

What is Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®'s email address?

AeroLeads has found 2 work email signals at @waddell.com for Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® at Chatterton & Associates.

Where is Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® based?

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® is based in Anaheim, California, United States while working with Chatterton & Associates.

What companies has Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® worked for?

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® has worked for Chatterton & Associates, Lpl Financial, Waddell & Reed, Foresters Financial Services, and United Technologies.

Who are Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®'s colleagues at Chatterton & Associates?

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®'s colleagues at Chatterton & Associates include Justin Enriquez, Christopher Mazzuckis, Trey Chatterton, Anitha Graves, and Nicholas Jakes.

How can I contact Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa®?

You can use AeroLeads to view verified contact signals for Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® at Chatterton & Associates, including work email, phone, and LinkedIn data when available.

What schools did Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® attend?

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® holds Bachelors, Business Administration And Management, Finance Concentration from University Of California, Riverside.

What skills is Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® known for?

Arrash Zare, Cfp®, Chfc®, Wmcp®, Ricp®, Bfa™, Nssa®,Cpfa® is listed with skills including Leadership, Social Security, Financial Advisory, Retirement Services, Powerpoint, Public Speaking, Retirement Savings, and Retirement Income Strategies.

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