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.

More Calculators →

Newsletters

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →