Michael Chamberlain

Michael Chamberlain

AIF®, CFP®

Michael is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and determine optimal asset allocation.

  • About Michael
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Principal at Chamberlain Financial Planning and Wealth Management
Address
303 Waterstreet #120
Santa Cruz CA, 95060
900 E. Hamilton Ave. Suite 100
Campbell CA, 95008
333 University Ave.
Sacramento CA, 95060
Phone
(800) 347-1340

Education

  • Bachelor , , UC Berkeley
  • Doctorate, , UC Berkeley

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

People near retirement
Seniors
Widows/widowers

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.
Other
May be paid in the form of a salary, monthly retainer fee, etc. Contact advisor for further details.