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Scott A. Chelberg, CFP®

Scott A. Chelberg, CFP®

President/CEO

Scott Chelberg is the President/CEO of Retirement Solutions Inc. He is a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ practitioner. With over 35 years of experience, we believe Scott is highly regarded, 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. As a Registered Representative of SagePoint Financial, Inc. Scott holds Series 7, 24, 63, 65, and 51 registrations.   He is also an Investment Advisor Representative with The AmeriFlex® Group, an Independent Registered Investment Advisor. 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.