Chambers Financial Group
Wealth Management in Largo
I'm Curtis W. Chambers, CFP®
independent financial advisor and planner
Balanced money equals a balanced life! I help individuals, families and businesses work toward independence. My passion is investment, financial, and retirement income planning.
The world can be a turbulent place. As a financial advisor, I address the monetary tides for my clients. We work towards seeing these tides move in the right direction.
We begin with discovery of values and goals and develop a comprehensive written plan. We utilize our Bridge Process™ to implement the plan and utilize benchmarking to monitor progress. We focus on portfolio allocation, tax, Social Security, long term care, and estate planning as well as risk management.
I'm an independent advisor affiliated with LPL Financial, and have served households in Pinellas county for over two decades.
I earned a Master of Business Administration from the Olin School of Business at Washington University in St. Louis, and B.A. Cum Laude in English from the University of Arkansas.
I Am a CERTIFIED FINANCIAL PLANNER™ Practitioner
What Is CFP Board’s Code of Ethics and Standards of Conduct?
The Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics.
The cornerstone of the Code of Ethics and Standards of Conduct is a CFP® professional’s obligation to CFP Board to act as a fiduciary, and therefore, act in the best interests of the client at all times when providing financial advice.
How to Get the Financial Advice That's Right for You
Why Does It Matter If Your Advisor Is Independent?
Many independent advisory firms are owned by the individual advisors who run them, so they forge deep, personal relationships and have a strong sense of accountability to their clients.
Key benefits of an independent advisor:
Customized financial guidance
A personal, responsive relationship
A simple, transparent fee structure
Expertise to support complex financial needs
Assets managed by an independent custodian