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

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

More Newsletters →