Cfp® Don Chamberlin III

Don Chamberlin III, CFP®, has extensive experience in financial planning and investment advisory services. Currently serving as a Holistic Financial Planner at The Chamberlin Group since July 2007, Don specializes in tax efficiency, wealth management, estate planning, insurance planning, and retirement income planning. Additionally, since April 2011, Don has been an Investment Advisor Representative at Prosperity Capital Advisors, focusing on portfolio allocation and wealth management. Previous roles include Investment Advisor Representative at American Investment Services and Independent Advisor at USA Tax & Insurance Services, Inc. Don possesses a Certified Financial Planner designation and an AWMA® from the College for Financial Planning, where studies were completed from 2011 to 2014. Educational background includes a degree in Business Administration with a concentration in Finance from Principia College.