Welcome to the Chambers Financial Group
Affiliated with LPL Financial
I'm Curtis W. Chambers,
a financial advisor, and planner.
I've been helping individuals, families, and businesses work toward real financial freedom for over two decades.
My passion is investment management, retirement income, and values-based life planning.
We address the monetary tides.
The world is a rapidly changing and turbulent place. As a financial advisor, I address the monetary tides for my clients. We work towards seeing these trends move in the right direction.
We begin with the discovery of values and goals. Next, we develop a comprehensive, written plan.
We use our Bridge Process™ to implement the portfolio and apply reviews and benchmarks to monitor progress.
We focus on portfolio allocation, tax, estate planning, and risk management.
I'm an independent advisor and CERTIFIED FINANCIAL PLANNER™ practitioner.
I'm a Registered Representative with LPL Financial.
I have a Master of Business Administration from Washington University in St. Louis and B.A. Cum Laude in English from the University of Arkansas.
I serve households in Pinellas County and across the United States.
We Help Balance Cash Flow for a Balanced Life
Discover values and goals
Calculate cash flow, net worth, and income
Develop a written plan
Construct asset allocation, including security selection
Review and Monitor
Ongoing strategic reviews