Our Mission
Our mission is to provide a customized approach to financial planning. We partner with our clients to help them achieve confidence and peace of mind on their path to financial wellness. We develop and actively maintain holistic financial and retirement plans for individuals, families, and businesses that are customized to address each client's specific needs, wants, and goals. We provide concierge service coupled with disciplined investment and risk management strategies. We treat our clients as if they were our own family, and strive to build lasting professional relationships based on trust and an exceptional client experience.
OUR PLANNING PRINCIPLES INCLUDE:
Habits → Prioritize your future and build disciplined financial habits.
Risk Management → Protect your income and assets from life's uncertainties.
Investing → Utilize diversification and asset allocation.
Taxes → Implement a plan that is grounded in tax diversification.
Distribution → Develop a plan for both income and growth.
We have a niche market in the technology sector and help our clients optimize their employer benefits and help develop an overall strategy for their stocks options, RSUs, ESPP, 401(k), and investment accounts.
We also work closely with the medical field and help our clients navigate their new financial decisions that occur when transitioning out of their residency and fellowship programs.
Chantel holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, Registered Employee Benefits Consultant (REBC®) designation, Chartered Financial Consultant (ChFC®) designation, Wealth Management Certified Professional (WMPC®), and Chartered Life Underwriter (CLU®) designation. I received my Bachelor's degree in Economics from the University of California, Los Angeles.
Media Mentions
In addition to helping our clients thrive, we strive to positively impact individuals across the country by educating them on the importance of financial planning, building a healthy relastionship with money, and effectively planning for the future. Chantel has spread this information through her appearances and features in Forbes, LIMRA, Women's Health Magazine, MarketWatch, Fox News, Bloomberg Radio, Cheddar TV, Hello Giggles, USA Today, and others.
- What to Tell High Schoolers About Money
- 6 Financial Mistakes You Need to Give Up This Year
- "Financial Anxiety Is The New Diet Anxiety," ThinkAdvisor
Best Money Moves for 2021 - How You Can Reimagine Your Financial Future
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
