Robert Chamberlain, CFP

Robert Chamberlain, CFP®

Committed to Your Financial Future

With more than 25 years' experience in the investment services industry, Bob Chamberlain has the expertise necessary to help meet your financial planning needs. Please take a moment to review Bob's credentials below, as well as the other important information in this web site. Then, contact us to learn more about how we can work together to develop a financial strategy customized to your unique needs.

A Respected Professional

  • Named one of "The Best Financial Planners" by Money magazine in 1987 (per a survey of competing financial planners)
  • Hosted the PBS television series, "Financial Fitness"
  • Quoted in Personal Finance magazine and other print media
  • Featured speaker at conferences both nationally and internationally

Prior Leadership Experience

  • Board of directors, Financial Planning magazine
  • National board of directors, International Association for Financial Planning (IAFP)*
  • Chairman, Appeals Board of the IAFP's Registry of Financial Planning Practitioners
  • Chairman, IAFP's Registry Practice Knowledge Examination Committee
  • National Ethics Committee member, Institute of Certified Financial Planners (ICFP)*
  • Chairman, statewide Small Business Council of the chamber of commerce

* As of January 2000, the IAFP and ICFP merged into a single new organization, the Financial Planning Association. 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

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