I have been helping people to make better financial decisions to improve their lives since the 1980’s. Chamberlain Financial Planning was established in 2007 to assist people on a fee-only basis, which means that we do not sell investments or insurance, unlike 95% of other firms.My education includes both Bachelors and Doctorate degrees from the University of California, Berkeley. Accredited Investment Fiduciary course work was from The Center for Fiduciary Studies at the University of Pittsburgh and CFP® course work was from Boston University.I live in Santa Cruz with my life partner, Patty, but most of my family is in Sacramento. My daughter Cathi, her husband and three kids, my two brothers and Mom and Dad are all living there. In 2009, I opened a branch office in Sacramento so that I could visit with my family more frequently. My son Mitch lives in Austin Texas with his wife and two little girls.Sailing is one of my life’s passions. It is a great way to get in touch with nature and I am fortunate enough to have a sailboat at the Santa Cruz harbor.
In 2009, after 29 years as an Electrical Engineer, I made a career change to help people improve their financial lives rather than working on computers. It has been a great change!My education includes CFP® course work from the University of California at Santa Cruz. I have a Bachelor of Science degree in Electrical Engineering from MIT and a Masters degree in Computer Engineering from Stanford.Portfolio design, rebalancing clients’ portfolios, performance reporting, investment selection and completing clients' sells and buys occupies a major part of my time at the office.I live in Sunnyvale with my wife Debbie, and our 2 cats. Our two children are out of the house. Our son graduated from UCSD and our daughter just about to graduate from UCSB.My outside interests are traveling, bicycling, and playing volleyball; surprisingly I still can jump after playing for 30 years.
Matthew S. Long joined the team as a Financial Planning Associate after working in Accounting and graduating with a B.S. in Business Administration with an emphasis in Finance. Matt is currently pursuing his Certified Financial Planning designation, and has earned a Personal Financial Planning Certificate from the University of California, Los Angeles.Matt meets with clients and collaborates in the preparation of their financial plans. He is responsible for project management, SEC compliance, accounting, and coordinating the completion of financial plans with other team members.
Wendy Scrimsher joined Chamberlain Financial Planning & Wealth Management in 2012, bringing 20 years of customer service experience with her. She earned Associate degrees in Accounting & Business Administration.Wendy is responsible for data base management and client communication. She keeps the office running smoothly and clients happy.Wendy lives in Aromas with her daughter, and has been a Girl Scout leader for four years and also works closely with the Aromas 4-H to support the Aromas youth and community.