Lisa Chacon CFP® | Partner
lchacon@cddwealth.com
T: 352.327.9826 F: 888.392.7701
Practice Areas
- Financial Planning (Retirement, Estate, Tax, Insurance, etc.)
Education
San Diego State University (B.A.)
Certified Financial Planner, CFP®
Practice
Lisa Chacon focuses exclusively on financial planning and has handled a wide range of counseling, retirement, and wealth transfer issues. She advises a diverse set of clients, including divorcees, widows, retirees, executives, doctors, lawyers, engineers, athletes, young adults and ministers. Her practice combines the science of creating strategic plans tailored to clients’ unique circumstances with the art of providing expert and timely counsel.
Prior Experience
Prior to founding the firm, Mrs. Chacon served with UBS Wealth Management. She also has 23 years of experience as a women’s counselor advising on a broad array of personal and social issues.
Professional Activities
Mrs. Chacon serves on the Board of Trustees for The Pace School for Girls, is an advisor to the Gainesville Community Foundation, and a regular instructor on financial education at Santa Fe College.