Daniel Chacon

Daniel Chacon, CFP®, CPA, CKA®

Private Wealth Advisor
Orange County, CA
daniel.chacon@bluetrust.com
(949) 404-5070
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Daniel Chacon is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Orange County, California.

As a CERTIFIED FINANCIAL PLANNERTM certificant Daniel analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining the company, Daniel worked as an Audit & Assurance Associate at Deloitte & Touche where he audited financial statements, transactions, and internal control processes of large financial service and investment management companies.

Daniel graduated magna cum laude from California State University, Long Beach earning a BS in business administration double majoring in finance and accountancy. He was named The Outstanding Graduate of the College of Business for the university’s graduating class.

Active in the community, Daniel teaches personal finance courses at his local church and enjoys being involved with marriage ministries.

Daniel and his wife, Kayla, and son Noah, currently reside in Irvine, CA. They enjoy spending time at the beach and mountains where you can find them surfing or snowboarding together.

 
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We came to Blue Trust Financial Services through a family inheritance – Blue Trust served Jan’s father for over twelve years. The firm aligned her father’s finances with his values and grew his investments consistently.

Our advisor, Daniel Chacon, provided straightforward advice regarding our entire financial situation as we entered retirement. Daniel’s expertise in budget planning and investing gave us peace of mind. Daniel’s caring extends beyond just our finances. He’s truly invested in our full well-being. Daniel’s counsel reflects his deep wisdom, broad expertise, and high ethics. I cannot recommend Daniel Chacon highly enough. He has helped us navigate retirement and life decisions with clarity and trust.

Jan & SethPlymouth, CA

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We embrace the idea that God owns it all and we shouldn’t hold money tightly. [With Daniel's help], it’s exciting to be at a place to give more because we now have more. My hope is to go beyond tithing and be spontaneous in our giving and our ability to bless others.

David S.Rancho Mission Viejo, CA

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"As we prepare for retirement, we’ve had Daniel review our holdings. He suggested small changes that have increased our cash flow, allowing us to reach several financial goals."

Stephanie A.Yorba Linda, CA

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"I am very grateful to have found Blue Trust. Daniel Chacon and his team have guided us through the financial process of preparing for retirement with care, concern and the utmost professionalism."

Don & JJ T.Orange, CA

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"The Orange County team of Blue Trust is awesome to work with. Very knowledgeable, professional and focused on client needs and a desire to steward assets well with an eternal perspective in mind. Their full team has complete integrity and trust. They are great to partner with in creating a solid financial plan for your family and future generations to come."

Jim & Sylvia S.Yorba Linda, CA

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"We selected Blue Trust Orange County because we knew we could trust them due to their training and integrity. We also appreciate their Christian perspective and biblical philosophy of wealth management. It has been a relief to have the assistance and services of Daniel and his team - we have no regrets!"

Steve & Karen E.Placentia, CA

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"I would like to express my thanks for the work Daniel has done for me over the past year. I am absolutely delighted with his service. It is rewarding to work with a financial adviser who is truly interested in their client’s needs, circumstances, and preferences. What really impressed me was the way Daniel took the time to get a feeling for where I was at, his resourcefulness and common‐sense approach. Daniel’s professional, ethical, and caring demeanor evokes my trust and respect. I gladly recommend his services whenever possible. May he prosper, along with his clients."

Ali MashhadiIrvine, CA

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"Our advisor helped us with all of the financial planning involved in purchasing our first home. He came alongside us and acted as our ‘quarterback’ by facilitating meetings with our mortgage broker and recommending real estate agents in our area. The people he recommended were genuine professionals who reflected the values of Blue Trust and bent over backward to make sure the process was as easy and stress-free as possible."

Austin & Yen B.Napa, CA

Resources from Daniel

  • Navigating Unexpected Loss and Inheriting an Estate

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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