Chamberlain Group Financial Services
Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California. We help successful business owners, ultra-high-net-worth individuals, and their families build, protect, and steward wealth—creating lasting value for family, company, and community across generations. Our Expertise: Investment advisory, estate & succession planning, life insurance, executive benefits, and non-qualified plans. We master the vital interplay between insurance and investments to preserve and grow your legacy. Why Choose Us- 49+ Years of Trusted Counsel: Guiding clients to financial independence- Legacy Builders: Specialized strategies for multi-generational wealth transfer- Integrity First: Core values of respect and stewardship drive every decision. Enduring relationships. Exceptional solutions. Timeless results. Ready to solidify your legacy? Connect with us.
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Verified contacts
30
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
4
across 2 depts
Distinct roles
27
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Hiring · 4 open positions across 2 departments
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- CA
Chris A. Roberts
Executive Director Corporate Services · General Business & Management
EmailPhone - CK
Cameron K. Jalbert
Chartered Financial Consultant, Chfc Wealth Advisor · Finance & Accounting
EmailPhone - JB
Jacalyn Barens
Advisor · Finance & Accounting
EmailPhone - SH
Shannon Hurley
Executive Assistant · General Business & Management
EmailPhone - CN
Chad Neault
() · Other
EmailPhone - MK
Mike Kiley
CEO · Other
EmailPhone - TT
Timothy T. Drake
Director of Wealth Management Advisor · Other
EmailPhone - TF
Tony Fisher
Strategic Partner Managing Director · Other
EmailPhone - AS
Alexandra Snyder
Investment Operations Analyst · Operations
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Chamberlain Group Financial Services
27 distinct titles indexed · top 10 shown.
- 2()
- 2technician
- 1advisor
- 1ama de casa
- 1asembler
- 1ceo
- 1chartered financial consultant, chfc wealth advisor
- 1client service associate
- 1construction manager
- 1director of wealth management advisor
- +17more titles
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