Chamberlain Financial Planning & Wealth Management

Chamberlain Financial Planning & Wealth Management (CRD# 142879) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $118,241,716 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $1,576,556
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Chamberlain Financial Planning & Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Gary L. Cohen
CRD#: 5971589
303 Water Street, Suite 120, Santa Cruz, CA 95060
93
Wealthminder
score

Gary Cohen (CRD# 5971589) is an Investment Advisor Representative working at Chamberlain Financial Planning & Wealth Management in Santa Cruz, CA and has over 5 years of experience in the finance industry. Gary Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael D. Chamberlain
CRD#: 2611857
303 Water Street, Suite 120, Santa Cruz, CA 95060
76
Wealthminder
score

Michael Chamberlain (CRD# 2611857) is an Investment Advisor Representative working at Chamberlain Financial Planning & Wealth Management in Santa Cruz, CA and has over 19 years of experience in the finance industry. Michael Chamberlain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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