Chamberlain Financial Planning & Wealth Management

 

Our Mission

We are dedicated to helping you obtain financial peace of mind by balancing your current needs with your future goals. 

What We Do

We provide comprehensive financial planning and investment services on a Fee Only basis. Our firm is a Register Investment Advisory Firm (RIA) registered with the Securities and Exchange Commission (SEC) with offices in Santa Cruz, Sacramento, Davis and Silicon Valley. We pride ourselves on working with you in a collaborative, supportive, “down to earth” manner while utilizing prudent methodologies and state-of-the art tools.

Our Goal

To provide you with a financial plan that helps you achieve your short and long-term goals and helps protect you and your family against the “bad things” that can cause you economic harm. You investment portfoliowill be based on your goals keeping in mind your risk capacity and tolerance. It will also be low cost, tax efficient, easy to understand and designed to provide a high return for your appropriate risk level.

How We Are Different

All of our advisors are Certified Financial Planning professionals, CFP®. We work with you on a team approach, but there is one primary advisor with whom you will interface. Our fees are hourly, project or retainer based. Our fees are never a percentage of assets under management and (unlike 95% of other RIA firms) we will never sell investments or insurance.

Submit

Advisors at this Office

Submit

This Office

125 Mission Street, Suite 3 Santa Cruz, CA 95060 Phone: (831) 420-1340 Fax: 831-423-1341

Primary Office

125 Mission Street, Suite 3 Santa Cruz, CA 95060 Phone: (831) 420-1340 Fax: 831-423-1341

Other Offices

644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030-4354 Phone: (800) 347-1340
231 D Street, Suite B Davis, CA 95616 Phone: (530) 280-7340
333 University Ave Ste 200 Sacramento, CA 95825-6540 Phone: (800) 347-1340