Chamberlain Financial Planning and Wealth Management is a fee-only firm dedicated to helping people make better financial decisions, obtain financial peace of mind and balance current needs with future goals.
Our advisors are Certified Financial Planning (CFP) professionals providing financial planning, retirement planning, investment advice, and wealth management from three offices.
· The Sacramento office serves clients in Elk Grove, Roseville, Folsom, Citrus Heights, Davis, Woodland, Vacaville, Placerville and beyond.
· The Los Gatos office serves clients in Campbell, San Jose, Cupertino, Sunnyvale, Santa Clara and beyond.
· The Santa Cruz office serves Aptos, Scotts Valley, Capitola, Bonny Doon and beyond.