At Chamberlain Financial Planning, we believe there is nothing more important than the happiness and security for yourself and your loved ones, both now and in the future.
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Mike Chamberlain
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Everyone has dreams and ambitions, and the one sure way to realize them is to make sound choices in the planning, management and utilization of your financial resources. Partnering with the right financial planner can break down obstacles, change perceptions, generate fresh ideas and establish a solid roadmap to your life goals.
My name is Michael Chamberlain CFP®, the principal of Chamberlain Financial Planning, a comprehensive fee-only financial planning firm with offices in Sacramento, Campbell and Santa Cruz California. Thank you for taking the time to consider us for a key role in your financial future.
Financial Planning for Everyone
With no conflict of interest and no commissions or sales pressure, financial planning advice is accessible to all, when and how they need it. We chose to embrace the Garrett Planning Network business model and incorporate it into our investment philosophy.
Partnering for Success
I am proud to be affiliated with a number of highly regarded financial planning organizations (see Affiliations), including The Garrett Planning Network and The National Association of Personal Financial Advisors. Read What Others Are Saying (Money Magazine, Wall Street Journal and the New York Times) about our methodology of planning.
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, Forbes.com, Financial Planning Magazine, ABC.com.
Collaborative Approach
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Cary Cohen
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Gary Cohen, M.S. has recently brought his wealth of knowledge on investments to our firm. We believe that “two heads are better than one” and that by working collaboratively together, our clients are better served.
Our Mission
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.
Our Code of Ethics
Through the Code of Ethics, CFP® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first.
Related information:
How We Are Different | Our Financial Planning Process | Our philosophies | Affiliations | What others are saying | Contact us
