Stuart Chamberlin

ChFC® · CFS®

Boca Raton, Florida

Virtual

In-Person

Specialties

Retirement PlanningWealth ManagementFinancial Planning

About Me

Stuart Chamberlin began his career in the financial industry in 1988 and later founded Chamberlin Financial, a retirement income planning firm based in Boca Raton, Florida.

His primary focus is income planning: helping people approaching or in retirement turn their savings into reliable income, then preserve, protect, and transfer their wealth in ways that fit their goals. He works one-on-one with each client, starting with an income floor to cover essential expenses and building the rest of the plan around growth, taxes, and legacy. Stuart holds the Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations and is a Court of the Table member of the Million Dollar Round Table (MDRT). He works with clients in person in South Florida and virtually nationwide.

Advisor Video

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Interests & Hobbies

Travel, Scuba Diving, Biking, fine dinning, art, working out, history

Ready to talk?

Always free for clients.

Credentials

ChFC®, CFS®

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

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SEC Investment Adviser Public Disclosure

Disclosures

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Chamberlin Financial Inc and Sound Income Strategies, LLC are not associated entities. https://www.sec.gov/