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.


Advisors at this Office


This Office

901 Center St. Santa Cruz, CA 95060 Phone: (831) 420-1340 Fax: 831-423-1341

Primary Office

901 Center St. Santa Cruz, CA 95060 Phone: (831) 420-1340 Fax: 831-423-1341

Other Offices

201 Spear Street Ste. 1100 San Francisco, CA 94105 Phone: (415) 997-0750
16185 Los Gatos Blvd. Ste. 205 Los Gatos, CA 95032 Phone: (408) 721-1633
231 D Street Suite B Davis, CA 95616-4500 Phone: (530) 280-7340
333 University Ave Ste 200 Sacramento, CA 95825-6540 Phone: (800) 347-1340