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      Details

      Chamberlin & Associates founded in 1991. Our Mission is: To Have A Positive Impact On The Lives Of Our Clients And Their Families By Applying Conservative Financial Planning Principals, Unique Solutions And Always Exceptional Service

      General Info

      Services Offered: Financial Planning, Estate Planning, Legacy Planning, Trust Services*, Alternative Investments, Tax Advantaged Investments, Mutual Funds, Fixed and Variable Annuities, Stocks and Bonds, FDIC Insured Account Options, Life Insurance, Long Term Care Planning. (*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial)

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 949-888-9440

      Fax - 949-860-7125

      Address:
      9070 Irvine Center Dr Ste 100 Irvine, CA 92618
      Email:

      Categories
      Financial Planners, Annuities & Retirement Insurance Plans, Life Insurance, Long Term Care Insurance, Mutual Funds
      Services / Products
      Chamberlin & Associates utilizes a unique approach to wealth management which seeks to help you remain financially self-sufficient while enjoying retirement, creating legacies for your heirs and enabling you to contribute to the philanthropic causes you believe in. We have developed a comprehensive strategy to help families with aging parents. By utilizing innovative financial strategies, comprehensive estate planning and facilitating effective communication between aging parents, their children and our office to develop a functional plan. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, IA, IL, MD, PA, VA, WA. Securities, and advisory services offered through LPL Financial; Member FINRA/SIPC A Registered Investment Advisor. Rod Chamberlin, LPL Investment Representative and Branch Office Manager.
      Location
      One mile south of the Irvine Spectrum; near the 5 & 405 freeways at Bake & Irvine Center Drive.
      Neighborhood
      Irvine Research Center
      Data provided by one or more of the following: Thryv, Data Axle, Yext.