Chamberlain Financial Planning & Wealth Management

Informations générales

Our goal is to help our clients achieve financial success while living fulfilling and well-balanced lives. We provide comprehensive financial planning, retirement planning and investment services based upon your individual needs and goals.

With three offices located in Santa Cruz, Sacramento and Campbell, California, we work primarily with women, couples and families, but also with trusts and estates. Our clients come from all spectrums and include working professionals, business people as well as retirees.

As a “Fee-Only” registered investment advisor and fiduciary, we keep your interests foremost at all times.

After taking a few moments to look over our website, we invite you to give us a call to schedule a no cost “Get Acquainted” meeting and learn more about how we can help address your financial concerns and needs