Teresa De Luca
Executive Assistant to Rob Chatterton
Teresa began working with Chatterton & Associates in February of 2012, and now works directly with Rob and his clientele. She assists Rob’s clients with a variety of services to include -new accounts, transfers, trades, withdrawals, and other regulative actions that ease our client’s financial planning experience. Teresa also coordinates with our Estate Planning and Tax office to ensure that our clients are receiving quality service pertinent to their overall plan. She works closely with Rob to create meeting reports and services all needs on client accounts.
Teresa holds the Series 7 and Series 66 securities registrations. She graduated in 2013 from Cal Poly Pomona with a Bachelor’s Degree in Accounting and currently resides in Newport Beach.
Executive Assistant to Kyle Schneider
As the Executive Assistant to Kyle P. Schneider, Kristine handles the daily administrative tasks for all of his clients. She strives to keep the office running in an organized and efficient manner.
Kristine graduated from California State University, Fullerton with a Bachelor's Degree in Communications in 2006. She worked at Chatterton and Associates throughout college years and recently celebrated her 10 year anniversary with the company in 2014.
She has enjoyed her many travels to beautiful parts of the world, including Ireland and Italy. Kristine is a proud mother to her 2 year old daughter, Nola Leigh-Aiko. She currently resides in Montebello as a brand new homeowner.
Not affiliated with Royal Alliance Associates, Inc.
Executive Assistant to Eric Oh
As Executive Assistant to Eric Oh, Rachel focuses on the daily administrative tasks incumbent of Eric’s entire client-base. These tasks include opening new client accounts, processing client distributions, executing client account trades, and managing the various tasks such as meeting prep and implementation. As the liaison for upholding client satisfaction for each of Eric’s clients, Rachel also strives to create and maintain a first-class level of follow-up and attention to detail in managing the processes and paperwork needed for each of Eric’s individual client needs. Rachel graduated in 2009 from Centenary College in Hackettstown, New Jersey, with a Bachelor’s Degree in Sociology with a Human Services Concentration. Born and raised in New Jersey, she moved to Southern California in August 2009, where she worked as a child care provider and personal assistant for two years. Rachel began working with Chatterton & Associates in 2011 and since then has obtained the Series 7 and 66 securities registrations. She currently resides in Newport Beach after having lived in Huntington Beach for several years.