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Meet the Team

Scott A. Chelberg, CFP®

Financial Advisor

760-603-0700 ext 15

Scott Chelberg is a Wealth Manager and Certified Financial Planner™ practitioner. With more than 34 years of experience, we believe Scott is a highly regarded expert specializing in retirement planning, retirement income...

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Becky Welch

Office Manager


Becky has over 20 years of experience in office administration, human resources and financial reporting. When she is not attending her son's soccer or baseball games, she enjoys traveling, spending time at the beach, reading and...

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Fernando Alvarado

Client Services Rep

Fernando Alvarado started in the Financial Services Industry in 2007 after he graduated from California State University Fullerton with a concentration in Finance. He has worked at Prudential Financial as a Financial Professional and...
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