Arrash Zare
clu · cepa · cpfa · nssa · bfa · wmcp · RICP · ChFC · CFP
Virtual
In-Person
Specialties
About Me
Arrash is a financial advisor dedicated to helping individuals, families, and business owners make thoughtful, informed decisions about their financial future.
His approach is built around understanding each client’s priorities, developing a clear strategy, and maintaining a long-term relationship as their needs and circumstances evolve. Rather than taking a one-size-fits-all approach, Arrash works closely with clients to understand the full picture of their financial lives. His practice focuses on helping clients navigate areas such as wealth accumulation, retirement planning, investment strategy, risk management, and legacy planning while keeping their broader goals at the center of the conversation. Arrash believes that strong financial planning should provide more than recommendations—it should provide clarity. He takes pride in making complex financial topics easier to understand and helping clients approach important decisions with greater confidence and purpose. At the heart of his practice is a commitment to long-term relationships, personal service, and advice grounded in each client’s individual circumstances and objectives.
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Interests & Hobbies
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Always free for clients.
Credentials
clu, cepa, cpfa, nssa, bfa, wmcp, RICP, ChFC, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Please remember to contact Chatterton & Associates if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. Registered Representatives offering securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor. The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify us immediately by e-mail, and delete the original message.