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Our Team

President and CEO

Scott A. Chelberg, CFP®

Scott Chelberg is the President/CEO of Retirement Solutions Inc. He is a Wealth Manager and Certified Financial Planner™ practitioner. With more than 30 years of experience, we believe Scott is a highly regarded expert 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.

 

Ben Potthoff, CFP®

Registered Client Service Associate

Ben joined Retirement Solutions, Inc. in early 2016 as a Registered Client Service Associate.  He has more than 15 years of financial planning experience and has been a CFP® since 2007.  He holds his Series 7 and Series 66 registrations.  In his free time, Ben enjoys traveling, jogging, hiking, working out, and classic car shows.  As a transplant from Minnesota, you can find him enjoying the beautiful weather in San Diego County . . . year round.

 

Rebecca Welch

Office Manager

Becky Welch joined Retirement Solutions, Inc. in May of 2016 as Office Manager.  She has over 15 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 practicing yoga.