Anil “Neil” Chacko, CFP®, CKA®
Purpose-driven retirement planning and values based investing
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Purpose-driven retirement planning and values based investing
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Anil “Neil” Chacko, CFP®, CKA®
Hello, I'm Neil Chacko. Initially, finance was an area of fascination for me. One of my fondest memories was walking to the bank with my mother in grade school to deposit the cash I earned washing my neighbors’ cars.In high school, I was enthralled by the stock market and enjoyed looking at the movement of various stocks that I selected and kept track of even though my family never invested in the market. After reading “The Richest Man in Babylon” and “The Wealthy Barber” in my 20’s, I felt called to pursue a career where I could help people understand the magic of compounding returns on their life savings and the importance of proper financial planning.
I began my career as a financial advisor with David Lerner Associates, a regional brokerage firm in the northeastern US. However, I began to realize that even though my title was “Financial Advisor,” the job itself was more as a financial product salesman.
Early on in my advisory career, my father decided to retire at age 60 without meeting with a financial advisor. He asked me questions about social security claiming strategies, pension payout options and other important retirement planning considerations.
I realized, however, that the training I received to become an advisor was based around selling financial products and not really financial planning so I could not truly help my dad with his questions. I quickly decided that I needed to pursue my CERTIFIED FINANCIAL PLANNER™ designation (www.cfp.net) in order to be able to truly help my clients retire comfortably. This is when helping others with their finances became a passion for me.
Unfortunately, many of the decisions made by my father without the guidance of a financial planner proved to be disastrous. My motivation for embracing each workday is to help my clients avoid the same experience.
I live in Sienna with my beautiful wife and am blessed to be a father to 2 wonderful children attending Texas universities (Gig 'Em and Eat 'Em Up Cats!).
When I am not serving my clients, I enjoy traveling, trying new restaurants, road and cross-country biking (to try and burn off all the calories of eating at new restaurants), reading, watching sports and volunteering at my church and the local food pantry. My Christian faith, family and friends are the driving forces of my life.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Kingdom Advisor (CKA)
Affiliations
-
Christian Financial Advisors Network
- Financial Planning Association
- Kingdom Advisors
- National Association of Personal Financial Advisors
- Financial Planning Association
Primary Location
Sugar Land Town Center
Additional Locations
📍 6854 Bears Path Lane, Missouri City, TX 77459
📍 3903 Waterworth Way, Pearland, TX 77584
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Ark Alliance Financial LLC
At Ark Alliance Financial, we provide financial life planning which includes planning around how to efficiently replace your paycheck in retirement with your savings, Social Security, and any other income sources. We also help incorporate a tax-efficient spenddown strategy that coordinates with your legacy and charitable desires.We provide professional money management that can be tailored to your values.
Our offices are located in Missouri City, Sugar Land, and Pearland, TX but we work with clients throughout Texas both remotely and in-person.
As a fee-only fiduciary firm, our purpose is to build and steward financial plans and personalized portfolios that meet the unique needs, wants, and dreams of each of our clients, always putting their interests first. Since we are fee-only, we do not receive any commissions from the sale of any financial products, allowing us to remain objective.
Education
Fairfield University, Bachelor's degree, Finance, General | Fairleigh Dickinson, University Certificate of Financial Planning, Financial Planning and Services
Hobbies and Interests
- Church
- Cycling
- Eating Out
- Family
- Reading
- Sports
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Christians
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email [email protected] with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to [email protected] using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at [email protected] or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
