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Financial Advisor
California
San Diego
VETTED

Andrew Chabot

CFP®, MBA
Rancho Wealth Management
Andrew Chabot
Tel: 858-784-1513 4370 La Jolla Village Dr Suite 400 San Diego, CA 92122
Rancho Wealth Management
About Andrew Chabot
Andrew Chabot has been in the financial services industry for over 20 years. Andrew is a CERTIFIED FINANCIAL PLANNER professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions. Andrew earned his BA in Marketing and has also earned an MBA. He currently holds FINRA Series 6, 7, 24, 26, 63 and 65 FINRA registration as well as Life / Health / Property and Casualty Insurance licenses.
About Rancho Wealth Management
I am a local, independent, CERTIFIED FINANCIAL PLANNER and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must prepare for your own retirement as well as consider what's to be done with your estate after you are gone. You are confronted with a growing number of investment and insurance products and services. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program. Add up all of these important considerations and your need for competent, objective financial guidance has never been greater. This is where I come in. I help you make better decisions.
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General Information
Firm Start Year:

2010

No. of Employees:

2-4 Employees

Insurance License#:

California Insurance License #0E70330

Name of Broker/Dealer:

Equitable Advisors

Name of Custodial Firm:

LPL Financial

States Licensed in:

CA, NV, AZ, NJ, ID, TX

Communities served:

San Diego, La Jolla, Solana Beach, Del Mar, Rancho Santa Fe, Rancho Bernardino, Azusa, Bloomington, Blue Jay, Bryn Mawr, Chino, Chino Hills, Claremont, Colton, Corona, Covina, Crestline, Fontana, Glendora, Grand Terrace, Highland, La Verne, Lake Arrowhead, Loma Linda, Lytle Creek, Mira Loma, Montclair, Mt Baldy, Norco, Ontario, Phelan, Pinon Hills, Pomona, Rancho Cucamonga, Redlands, Rialto, Riverside, San Bernardino, San Dimas, Upland, Wrightwood, CA

Work Experience:

Equitable Advisors, Securities America, Waddell & Reed, LPL Financial, Wells Fargo Bank, Bank of America, Farmers Insurance Group, CUSO Financial Services, Altura Credit Union

Work with the following types of clients:

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided:

Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Risk Management, Money Management

Qualifications & Memberships
Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability

Financial Organization Memberships:

Financial Planning Association (FPA)

Non-Financial Organization Memberships:

Better Business Bureau. Rancho Cucamonga Chamber of Commerce

Services
Investment Types:

Options & Futures, Commodities, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Alternative Investments, Mutual Funds, Bonds, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Our Office, Email, Your Office, Phone, Our Offices, Video Conference, Your Home

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Flat Fee, Hourly, Based on Assets, Commissions

Additional Details on Charges:

Percentage of Assets, Commission and/or hourly rate all agreed upon by both parties. No charge or obligation for initial consultation

Firm Information
Firm's Number of Clients:

150

Firm's Number of Planning Clients:

150

Firm's Number of Managed Clients:

150

Advisor's Number of Clients:

300

Advisor's Number of Managed Clients:

300

Advisor's Number of Planning Clients:

300

Total Assets Under Management by Advisor:

$80,000,000.00

Education
MBA - Business Administration :
CSUSB
BA - Marketing:
CSUSB
22 Years of Experience
CRD# 4622383Firm CRD# 10205Insurance License# California Insurance License #0E70330SEC File# 4622383Series: 65, 63, 26, 24, 7, 6
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 8:00 PM
Tuesday9:00 AM - 8:00 PM
Wednesday9:00 AM - 8:00 PM
Thursday9:00 AM - 8:00 PM
Friday9:00 AM - 8:00 PM
Compensation Arrangements
CheckBank Transfer
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www.aicpa.com
www.sipc.org
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