Hi, I'm John Chitaley, founder of Commencement Bay Capital LLC.
We specialize in Retirement Income Planning, Tax Strategies for Retirement, and Investment Management.
As a Retirement Planner and Investment Adviser Representative with over two decades of experience, I focus on assisting retirees in navigating their retirement transition. I help with key decisions such as when to claim Social Security benefits, ensuring sufficient retirement funds, and optimizing taxes through Partial Roth Conversion strategies.
Certified as a CPA, CFP® professional, and RICP® (Retirement Income Certified Professional), I bring valuable expertise to address financial concerns. My journey began in 1988 as a graduate student at McGill University, and after overcoming challenges, I became a naturalized US citizen in 1999.
In 2012, I transitioned to directly working with clients, starting my own practice to provide tax, business consulting, and financial advisory services. Now, residing in Washington state, I consider the Puget Sound area my home.
Your financial journey is a story, and I'm here to help you write the next chapter. Let's work together to ensure your retirement is a reality where you can enjoy life without worrying about financial security.
Credentials:
CPA, Certified Public Accountant (WA license # 32557)
CFP®, CERTIFIED FINANCIAL PLANNER™
RICP®, Retirement Income Certified Professional
MAFM (Master of Accounting & Financial Management), Keller Graduate School of DeVry University. 2009
MBA, Finance. McGill University, Montreal, Canada. 1990
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