Our Qualifications

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 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.