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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 professional specializing in retirement planning, retirement income distribution planning, financial and estate planning, investment management and wealth management strategies for business owners, top-performing professionals, widows, retired and nearly retired people. Scott holds series 7, 24, 63, 65, and 51 registrations and is also a Registered Principal with SagePoint Financial, Inc. Scott, along with his wife Debbie, are actively involved in raising and supporting the activities of their five children. Scott and his family are long-time North San Diego County residents and enjoy biking, skiing, golfing, cooking, and entertaining.