Meet The Team
Jim Chilton
CEO
Jim Chilton is a San Diego California native, SDSU college athlete alumni. Jim began his early years as a full-time teacher/coach at the high school level. With a natural ability for public speaking and interpersonal communication skills, Jim joined the financial services industry in the early 1980’s. After achieving a desirable level of success, Jim felt the need to do more for his community. In the summer of 1993 Jim founded “SOFA” The Society for Financial Awareness.
Jim enjoys playing golf, reading and spending quality time with his family and friends. Regarding Jim’s future, he will never retire!
Rachelle Wolf
COO
Rachelle Wolf is the Chief Operating Officer for SOFA. She started her journey with SOFA in 2012. Rachelle works closely with SOFA’s CEO on new projects and oversees all Marketing. While working with SOFA’s partners, she also works with all of the SOFA members and potential members to help them reach their potential and long-term goals.
In her spare time, she loves going to car shows and spending time with her Husband, Family, and dogs.
Diana Ciampoli
Executive Assistant to the CEO
Diana Ciampoli is The Executive Assistant to our CEO Jim Chilton. She provides comprehensive administrative support for Jim's a financial advisory firm and SOFA.
She manages Jim's schedule, handles sensitive communications, prepares client meeting materials, and ensures smooth operation of the executive office while maintaining strict confidentiality regarding client financial information
She loves spending time with her two boys and going to the beach.