Michael Chamberlain (AIF®, CFP®)

Michael Chamberlain focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Our goal is your financial peace of mind. We work with individuals and families of all ages, from all walks of life and we have no minimum account requirements. The best solutions are based on sound principles, are easy to understand and save you money! Visit our website to learn more and then call for a free "Get Acquainted meeting".

Additional Information

For over 25 years, we have been working with clients to balance current needs with future dreams while protecting and helping their assets to grow. Let our education, experience, fee-only and easy to understand approach work for you. Visit our website to learn more and then call for a free "Get Acquainted meeting".

NAPFA Start Date

March 07, 2007

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This Office

644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030-4354 Phone: (800) 347-1340

Other Offices

231 D Street, Suite B Davis, CA 95616 Phone: (530) 280-7340
125 Mission Street, Suite 3 Santa Cruz, CA 95060 Phone: (831) 420-1340 Fax: 831-423-1341
333 University Ave Ste 200 Sacramento, CA 95825-6540 Phone: (800) 347-1340