Anil “Neil” Chacko, CFP®, CKA®

Purpose-driven retirement planning and values based investing

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Ark Alliance Financial LLC Anil “Neil” Chacko, CFP®, CKA®
Sugar Land, TX

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™ Professional
  • Certified Kingdom Advisor (CKA)

Affiliations

  • Christian Financial Advisors Network
  • Financial Planning Association
  • Kingdom Advisors
  • National Association of Personal Financial Advisors

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

Who We Serve

  • Baby Boomers
  • Christians
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.