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Katherine Chacon, Financial Advisor

FINANCIAL ADVISOR
Katherine M Chacon

CFP®, ChFC®, CEPA®, AAMS™
3650 Forest Hill Blvd Suite 1, Palm Springs, FL 33406opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

About Katherine

My name is Katherine Chacon. I was born and raised right here in West Palm Beach and can proudly say I'm a sixth generation Florida native. Staying close to home, I attended high school at Cardinal Newman High School. As I developed an interest in finance, I went on to earn my bachelor's degree in finance at Stetson University in Deland, FL. One of my favorite interests besides finance was tennis, so I played Division 1 tennis for the university all four years.

After graduating in 2009, I began my career as an Edward Jones financial advisor and successfully passed two...

Work History

  • Edward JonesMay 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Stetson UniversityBachelor of Business Admin

Personal Interests

  • Tennis
  • Traveling
  • Reading

Team Members

  • Barbara Scheithauer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(561) 965-0011

Fax

(888) 215-4213

Office Address

3650 Forest Hill Blvd Suite 1
Palm Springs, FL 33406opens in a new window

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