Welcome to Chaney Financial Services, Inc.’s website. By using, accessing or downloading information from our website, you agree to be bound by our Use Agreement (below) and Privacy Policy.

Terms and Conditions of Use

Chaney Financial Services, Inc. is an Investment Adviser registered with the State of California Department of Corporations as required by law.

If you use our site, you are acknowledging that you are at least 18 years old and that you have read and understood our Use Agreement.

When you use our site, you agree to only access this information for your personal use. You cannot modify this material in any way. You cannot use, download, upload, print, display, reproduce, publish, license, post, transmit or distribute any information or images from our website in whole or in part without prior written permission of Chaney Financial Services, Inc.

Any information transmitted or used from our website is subject to our Privacy Policy.

Trademark Information

Trademarks, service marks or logos used on our website are owned by Chaney Financial Services, Inc. unless otherwise indicated. Trademarks or service marks not owned by Chaney Financial Services, Inc. are used for identification purposes only.

Whistleblower Policy
Scope of Complaints

Non-employees such as agents, consultants and investors (“Outside Reporting Persons”) are encouraged to report irregularities and other suspected wrongdoings regarding violations of the Adviser’s internal policies, including, without limitation, the following (collectively referred to as “Ethics Violations”):

  • Fraud or deliberate error in the preparation, evaluation, review or audit of any internal Adviser document
  • Fraud or deliberate error in the recording and maintenance of Adviser records
  • Deficiencies in or noncompliance with the Adviser’s internal controls
  • Misrepresentation or false statement to or by a senior officer or representative of the Adviser regarding any matters
  • Violations of the Adviser’s Written Compliance Manual or Code of Ethics

Confidentiality of Complaint

The Chief Compliance Officer will exercise reasonable care to keep the identity of any Outside Reporting Person confidential until a formal investigation is launched. Thereafter, the identity of the Outside Reporting Person may be kept confidential, unless confidentiality is incompatible with a fair investigation, there is an overriding reason for identifying or otherwise disclosing the identity of such person, or disclosure is required by law, such as where a governmental entity initiates an investigation of allegations contained in the complaint. Furthermore, the identity of an Outside Reporting Person may be disclosed if it is reasonably determined that a complaint was made maliciously or recklessly.

Submitting of Complaints

Outside Reporting Persons should submit complaints concerning Ethics Violations in accordance with the following procedures:

Complaints may be submitted by a written letter in a sealed envelope addressed as follows:

Donna Chaney
Chaney Financial Services, Inc.
655 North Central Avenue, 17th Floor
Glendale, CA 91203
Confidential — to be opened only by the Chief Compliance Officer

Outside Reporting Persons are required to disclose their identity in any complaints submitted under this Policy. Complaints submitted by non-employees on an anonymous basis may not be reviewed.


This website is for information purposes only and does not constitute a complete description of our financial planning or investment advisory services. See our ADV disclosure for a full description.

This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

The products described by this website are intended to be made available only to persons in the United States. If you are outside of the U.S., you must abide by the laws and regulations specific to your country.

Information throughout this site, whether stock quotes, software, articles or other materials, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.

Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user.


ADV Part I
ADV Part 2A
ADV Part 2B

Privacy Policy
Code of Ethics