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
  • 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

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

What Would Warren Do?

Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?

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