Broker Check
Life In A Box The Best Time To Invest - 1926 - 2017 How Risky Is Your Portfolio? Managers We Work With

Welcome To ChasePark Financial

With more than 35 years of experience as a Financial Advisor, Jim Patton is dedicated to helping his clients meet their financial objectives.

His extensive background in investment consulting allows him to provide personal advice and investment strategies to seek to ensure your wealth continues to work to allow you to enjoy the life you want to live in retirement.

Prior to founding ChasePark Financial, Jim was a Senior Vice President at Wachovia Securities, a predecessor firm to Wells Fargo Advisors, and a Vice President at Smith Barney. He has extensive experience and training in financial planning, including retirement, managed accounts, mutual funds and Advisory program portfolios. Jim holds securities registrations in Series 7 and 63. He majored in Business Finance at the University of Missouri – Columbia and completes continuing education requirements on an annual basis.

Contact

Riskalyze uses their patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

With Riskalyze We Can:

• Capture Your Risk Number

• Align Your Portfolio

• Meet Your Retirement Goals

Together we can take the guesswork out of your financial future.

The information being provided is strictly as a courtesy. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will assume total responsibility and risk for your use of the site.

Services

We create strategies tailored to your goals.

Independence

Without any conflicts of interest we put your needs first.

Trust

We enjoy building trusted relationships that span generations.

Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

WHO WE ARE

Jim Patton

Financial Advisor

818-992-3190

818-992-3196

With more than 30 years of experience as a Financial Advisor, Jim Patton is dedicated to helping his clients meet their financial objectives. He focuses on retirement income planning and developing wealth-building strategies designed...

Read more

Valentyna Zharska

Administrative Assistant

8189923194

8189923196

vz@chaseparkfinancial.com

People find me to be an upbeat, self-motivated team player with excellent communication skills. For the past several years I have worked in customer service industry. I was born and raised in Ukraine, lived in Poland for three years,...
Read more

Client Centered

Without any conflicts of interest we put your needs first.

Learn more
Schedule an appointment

Click to Schedule an Appointment

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



Thank you! Oops!