Andrew Chabot, CFP®, brings more than 20 years of experience helping individuals and families navigate important financial decisions with confidence. As a CERTIFIED FINANCIAL PLANNER™ professional, he is passionate about assisting client to work towards turning financial goals into achievable realities, whether that means pursuing financial independence, building generational wealth, preparing for retirement, or incorporating long-term care planning into a comprehensive financial strategy. His mission is to provide thoughtful guidance and clarity, allowing clients to focus on enjoying life while staying on track toward their financial goals.
With a BA in Business Administration, an MBA, and licenses including Series 6, 7, 24, 26, 63, and 65, as well as Life and Health Insurance, Andrew combines extensive education with real-world expertise. He believes that successful financial planning is about much more than investments and numbers. By building meaningful, long-term relationships, he gains a deep understanding of each client's values, aspirations, and family priorities. Over the years, many of these relationships have grown beyond traditional advisor-client interactions, with clients becoming like extended family.
Known for his personalized approach and genuine commitment to those he serves, Andrew takes pride in guiding clients through every stage of life with the same care, dedication, and attention he would offer his own family. He is committed to helping clients make informed decisions, navigate life's transitions, and build lasting financial security for generations to come.
Andrew resides in Solana Beach, California, with his wife, Dianne, and their 13-year-old son, Brayden. Together, they enjoy being active members of their community while embracing the coastal lifestyle they call home.
Visit Andrew's Website: https://www.ranchowealth.com/
CA Insurance License #: 0E70330
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.