About the Owner Scott A. Chelberg, CFP®

Scott Chelberg is the President/CEO of Retirement Solutions Inc. He is a Wealth Manager with SagePoint Financial, Inc. and Certified Financial Planner™ practitioner. With more than 30 years of experience, Scott is an expert specializing in retirement planning, retirement income distribution planning, professional money management, wealth accumulation and preservation, financial and estate planning for widows, retired and nearly retired people.

Scott earned his B.S. in Business Administration with an emphasis in Finance from the University of Nebraska. Scott Chelberg is a Certified Financial Planner™ practitioner, so you can be sure that he strives to provide expert and professional planning services. To earn the CFP® designation, Scott had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Scott also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Scott is dedicated to reinvesting his time and energy in the local community and is currently a Board Member and the Past President of the Board of the Boys and Girls Clubs of Carlsbad. He is a Group Leader for ProVisors Carmel Valley Torrey View, and a Founding Member of  The Business Advisory Council. He served on the Scripps Hospital Community Advisory Board in Encinitas for 10 years and also on the Joint Boards for Scripps Health.

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.