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A simpler path to clarity


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It doesn’t matter if you have thousands or millions to invest.

Get answers to your financial questions from the experts trusted by high-net- worth individuals.

Schedule a complimentary consultation

What can you consult with us about?

Any of the following, and more.

Not sure what you need?


may be right for you if

  • You like doing your own research, just need some expert guidance.
  • You don’t yet fit into the high income or high-net-worth categories.
  • You need advice about one area, strategy, or product.

Comprehensive financial roadmap

may be right for you if

  • You are a high income or high-net-worth individual.
  • You need big-picture clarity and a detailed plan for your personal financial goals.
  • You need expert, objective guidance.

Still not sure? We’ll help you figure out what you need.

Schedule a complimentary consultation

Meet the mind behind our method

Chesky Deutsch ChFC®, RICP®

Never Satisfied

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 wanted to:
  • Deliver unadulterated value to his clients—without compromise.
  • Tailor plans for individuals— in an exceedingly custom fashion.
  • Give every individual peace of mind during the process of wealth growth.

Chesky founded CSD Financial, an Independent Registered Investment Advisory, to change the way advisors guide clients and manage their wealth.