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

201 Spear Street Ste. 1100 San Francisco, CA 94105 Phone: (415) 997-0750

Other Offices

333 University Ave Ste 200 Sacramento, CA 95825-6540 Phone: (800) 347-1340
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
901 Center St. Santa Cruz, CA 95060 Phone: (831) 420-1340 Fax: 831-423-1341