About Us | Certified Financial Planner

Curtis W. Chambers

FOUNDER AND REGISTERED REPRESENTATIVE, LPL FINANCIAL

Get Personalized Attention From Your Financial Advisor

Chambers Financial Group is a fee-based independent financial firm based in Largo, Florida, and also serves clients in Clearwater, St. Petersburg, Pinellas County, and throughout the United States.

Curtis has been a financial advisor in Pinellas County for over 25 years. He is a traditional family man, a Baby Boomer echo, and would wear a suit and tie to work every day (even though that’s not how things are done anymore). He graduated cum laude from the University of Arkansas, where he was an English major, and member of Phi Beta Kappa. He received his MBA from Washington University in St. Louis. He received his CERTIFIED FINANCIAL PLANNER™ certification through the CFP Board in 2006.

Curtis started Chambers Financial Group after advising at a big-name financial advisor company. After the 2008 crash, the focus was squarely on the business itself and not the clients. And that wasn’t how Curtis wanted to conduct business.

Your concern is getting the most out of the money you’ve worked your whole life to save. You’re looking for a plan, created alongside a financial planner, that sets the wheels in motion for an enjoyable retirement. Let us take the burden of planning for your financial future off your plate. And while we work together, rest assured that we’re always only a phone call away.

OUR TEAM

Heather Chambers

PROJECT SPECIALIST

Cathy Ralston

OFFICE ADMINISTRATOR

OUR PROCESS

The Bridge Process™ is our own unique system designed for hardworking people just like you. It begins with a comprehensive analysis of your financial picture and doesn’t stop until we formulate a long-term plan you can feel good about.

The Bridge Process™ includes these three simple steps:

Step One
Together, we design your written plan based on our collaborative assessment and evaluation of your situation, including your values, goals, cash flow, net worth, and income.
Step Two

We implement your portfolio plan, including allocating your assets for individualized balance.

Step three
We monitor, review, and adapt as we go because we know the importance of weathering the storms of the market.
Throughout our work together, we like to incorporate values-based life planning; it’s the cornerstone of our practice. We’re able to give personal attention to your financial situation because we get to know all our clients personally. You’ll notice the difference!

Book Curtis for Your Next Speaking Event

Book Curtis for Your Next Speaking Event

Curtis is a seasoned speaker available to speak at your next group event. 

You can tell your guests that Curtis is the co-author of the book Taxed Out: How the Income Tax Shortchanges America. He has been quoted in The Wall Street Journal, CNBC.com, Men’s Health magazine, Interest.com, United Policyholders, Fiduciary News, Bankrate.com, MSN.com, and WFLA Channel 8, among others.

A dynamic and interactive speaker, Curtis’s talks are full of applicable tools for your guests—and a lot of fun!

He speaks on the following topics:

At Chambers, our clients are number one—no matter what’s happening in the economy. Your success is our success. We’ve accumulated a 25-year track record of helping families right in our neighborhood and beyond.

Your concern is getting the most out of the money you’ve worked your whole life to save. You’re looking for a plan, created alongside a financial planner, that sets the wheels in motion for an enjoyable retirement. Let us take the burden of planning for your financial future off your plate. And while we work together, rest assured that we’re always only a phone call away.

Ready to start the conversation?

Schedule an introductory phone call with us today.

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