Registered Investment Advisory
Required by law to always act in your best interests
No commissions accepted for product recommendations.
ChFC®️ (Chartered Financial Consultant)
RICP®️ (Retirement Income Certified Professional)
CSD Financial gives you expertise built on more than a decade of experience in the financial services industry.
We aspire to finally give you quality and objective advice. Experience a true sense of partnership with our flat-fee advisory model.
Complete clarity about what to do with your money based on your specific goals, with deep expert analysis of your options.Learn More
Custom, objective, and expert investment plan. Maximize tax savings, plan for retirement, create a safety net, or plan for future expenses.Learn More
Answers to your financial questions from an adviser who has extensive experience with high-net-worth individuals.Learn More
Securely access the biggest names in investment through one trusted partner.
So instead of offering airy promises, here are some very clear reasons to trust us.
We do for you as we’d want others to do for us.
So we intentionally structure our firm on a flat-fee system which gives us the opportunity to provide objective, quality, and personalized advice.
So we never accept offers for kickbacks. We refer brokers, lawyers and other professionals strictly because we trust them, and believe you can too.
Get clarity on your financial plan
Chesky started his career as a financial planner over a decade ago, but he was never satisfied with the status quo in the industry.
Chesky founded CSD Financial, an Independent Registered Investment Advisory, to change the way advisors guide clients and manage their wealth.
That’s why we thought long and hard about structuring this company in a way that we believe will allow us to provide you with objective guidance.