Vetted Advisor's Table

Andrew Chabot, CFP®, MBA
Rancho Wealth Management

Tel: 858-784-1513
11810 Sebastian Way Suite 105
Rancho Cucamonga, CA 91730
Rancho Wealth Management | Financial Advisor in Rancho Cucamonga ,CA

Rancho Wealth Management

About Andrew Chabot

Andrew Chabot has been in the financial services industry for over 15 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
Insurance License#:   California Insurance License #0E70330
Name of Broker/Dealer:   Securities America
Name of Custodial Firm:   Pershing, LLC
States Licensed in:   CA,NV,AZ,NJ,PA
Work Experience:   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:   Non-Profit Organizations, Individual Investors, Businesses


Investment Types:   Exchange Traded Funds (ETFs), Options & Futures, Bonds, Mortgages & Real Estate, Annuities, Insurance, Mutual Funds, Stocks, Commodities, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Your Office, Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Variable Life, Variable Annuity, HMO, Life, Disability, Annuity, Accident, Casualty, Property, Health
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Better Business Bureau. Rancho Cucamonga Chamber of Commerce

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:   200
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   200

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Commissions, Based on Assets, Hourly
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


MBA  - Business Administration   CSUSB
BA  - Marketing   CSUSB


Do you have a customer satisfaction or refund policy?


What are your qualifications? What is your education background?

I make complex issues simple for my clients and provide objective financial advise so my clients make better decisions with their money.

How do you charge for your services?

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

How are you compensated? How will I pay for your services?

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

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Depending on complexity will include your CPA, Estate/Trust Lawyer and any other advisors you may currently use



WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


    15 Years of Experience

  • CRD# 4622383
  • Firm CRD# 10205
  • Insurance License# California Insurance License #0E70330
  • SEC File# 4622383
  • Series: 6, 7, 24, 26, 63, 65


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 8:00 PM
Tue. 9:00 AM - 8:00 PM
Wed. 9:00 AM - 8:00 PM
Thu. 9:00 AM - 8:00 PM
Fri. 9:00 AM - 8:00 PM

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

Compensation Arrangements

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