Our roots trace all the way back to Nebraska. If you don’t know what that means it’s this:
After graduating from the University of Nebraska in 1985, Scott Chelberg moved to San Diego to start his financial planning career with IDS. At the time, IDs was one of the only firms that practiced financial planning, with a great training program. Most firms merely sold investments or insurance without considering the client’s status and resources.
After two years, Scott went independent in order to more freely represent and advocate for his client’s interests. He completed the Certified Financial Planning program and earned his CFP® designation in 1988, and went on to found Corporate Benefit and Retirement Solutions with two partners in 1995. Soon after, they joined SunAmerica Securities, now known as SagePoint Financial. Retirement Solutions Inc. came about in 2002 when the business partner arrangement came to an end, while the three former partners are still great friends, Scott is still regularly beaten at golf.
Fast forward to 2020, where Scott joined an advisor owned Registered Investment Advisory firm called The Ameriflex Group, while still retaining his representative registration at SagePoint Financial. Over the years, Retirement Solutions Inc. has built a reliable team of experts in transitional wealth planning to support a large family of clients.
