Rich Chambers, CFP®, RLP®

Specialties

I am a Fee-​Only fiduciary compensated only by you with no incentive to use anything other than what is best for your unique situation. With my guidance, you can find the peace of mind that comes from knowing that you have planned prudently for your future and that your loved ones are protected.

My goal is to help you bridge the gap between where you are and where you want to be with planning that is customized to your personal situation. Clients and I work as partners to design a life plan that combines your values, dreams and financial resources. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you’ve accumulated, I help you along the way with objective advice that puts your financial interests first.

I offer the Kinder EVOKE™ Method, a life-​centered approach to Financial Planning, provides a supportive financial framework for living the most meaningful and rewarding life you can imagine.

History

Established in 1999.

Rich Chambers, CFP®, RLP® is Experienced

I have over four decades of successful investment experience, first in income real estate, then in the stock and bond markets. The requirements for becoming a CFP® are arduous, including broad course work and a ten-​hour comprehensive certification examination. Only a little more than one-​half of those taking the exam pass each time it is given. There are many people who call themselves financial advisors, but less than 20% of all financial planners are Certified Financial Planner practitioners and far fewer are Fiduciaries and Fee-​Only.

As an independent financial planner, I have a fiduciary responsibility to my clients to always put their best interests first. This may seem obvious to you, but in fact it is all too rare in the financial services area. I provide a signed fiduciary oath to each client.

Meet the Business Owner

Rich C.

Business Owner

Rich is the Founding Partner of a three partner financial planning firm, Investor’s Capital Management, LLC. He is a Certified Financial Planner or CFP® and thus follows the ethical standards set by the Certified Financial Planning Board of Standards including fiduciary responsibility for clients. He fully discloses the cost of all services provided. Rich has been published in Forbes, New York Times, Wall Street Journal, Money magazine, and the San Francisco Chronicle to name a few (ask for the complete list). He is a Registered Life Planner and member of the Kinder Institute of Life Planning (www​.kinderin​sti​tute​.com), and the National Association of Personal Financial Advisors (www​.napfa​.org).