Michael Chamberlain
Chamberlain Financial Planning LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1985
Areas of expertise:
- Annuities
- Divorce planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Michael Chamberlain:
My name is Michael Chamberlain CFP(R), the principal of Chamberlain Financial Planning, a comprehensive fee-only financial planning firm with offices in Sacramento and Santa Cruz serving clients from the mountains to the sea.
For over 20 years we have been helping clients make their lives better with sound ideas and concepts that are easy to understand.
With no account minimums, no sale of products, no conflict of interest, no required contracts and no commissions or sales pressure, financial planning advice is now accessible to all, when and how they need it.
I am proud to be affiliated with a number of highly regarded financial planning organizations including The Garrett Planning Network and The National Association of Personal Financial Advisors.
As an experienced investment and planning professional, I have had the privilege of being interviewed and contributing to articles in such publications as Money Magazine, Financial Planning Magazine, ABC.com.
Our mission is to help clients realize their full potential today while planning for an abundant tomorrow through comprehensive financial planning and collaborative decision-making.
Compensation and Fee Structures:
We are fee-only and do not sell product. The hourly rate is $210 an hour.
Licenses, Certifications & Affiliations:
Series 65
CFP(r)
Ca RIA
NAPFA, Garrett Planning Network, FPA
Education:
Financial planning Certificate Boston University
Bachelors UC Berkeley
Doctorate UC Berkeley
Will provide references upon request?
No
Further information about Chamberlain Financial Planning LLC:
(Size of firm: 0-9 advisors)
Chamberlain Financial Planning is a California based Registered Investment Advisory firm providing fee-only financial planning on an hourly, as-needed basis.
We work with individuals and families of all ages, from all walks of life and we have no minimum account requirements. We do not sell you products.
As an RIA we have a fiduciary duty to always keep the clients interest first. This is not so with those that sell investments or insurance.
Contact Information for Michael Chamberlain
Phone: 831-420-1340
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Fax: 831-420-1341
Address for Michael Chamberlain:
100 Doyle Street
Suite D
Santa Cruz, CA, 95062
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