Ken Clamurro
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: Chartered Financial Consultant
Offering advice since: 1976
Areas of expertise:
- Annuities
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Ken Clamurro:
My name is Ken Clamurro. I am associated with Chamberlain Financial Planning, a comprehensive fee-only financial planning firm with offices in Sacramento and Santa Cruz.
I began my financial services career with a major securities brokerage firm in 1976 and left the securities business in 2008, having achieved the position of Senior Vice President/Investments of a major east-coast bank subsidiary.
Since 1994, I have taken a strategic planning approach to portfolio management and comprehensive financial planning, and have successfully eliminated the inherent conflict of interest that hinders the achievement of financial objectives by my clients.
Compensation and Fee Structures:
We are fee only and do not sell product.
Licenses, Certifications & Affiliations:
* Series 7, 63, 65
* Ca Registered Investment Advisor
Education:
* Bachelor of Science, Butler University, 1970
* Chartered Financial Consultant, The American College, 1994
* Candidate for CFP Board of Standards Certification
Will provide references upon request?
No
Further information about Chamberlain Financial Planning LLC:
(Size of firm: 0-9 advisors)
I am associated with Chamberlain Financial Planning LLC, serving the inland Northern California area.
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 Ken Clamurro
Phone: (916) 565-7640
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Address for Ken Clamurro:
777 Campus Commons Road
Sacramento, CA, 95825
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