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Mini lewis chamberlain
Next Level Investment Management
Redding, CA

Lewis Chamberlain

AIF®
Providing the knowledge and resources investors need to be prudent stewards of their wealth.
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Meet Lewis

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Who We Are - Lewis Chamberlain
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What We Do - Lewis Chamberlain
Video Transcripts

Professional Background:

Throughout my personal and professional life I have been an innovator with a passion for integrity and empowerment. These values have guided my career and purpose as a financial advisor. I chose to create an independent practice to best represent the interests of my clients. I began offering fee-based services and complementary planning support decades before it became popular to use the term "fiduciary". Over the last decade…

Professional Background:

Throughout my personal and professional life I have been an innovator with a passion for integrity and empowerment. These values have guided my career and purpose as a financial advisor. I chose to create an independent practice to best represent the interests of my clients. I began offering fee-based services and complementary planning support decades before it became popular to use the term "fiduciary". Over the last decade I have become and continue to be a vocal public advocate for financial literacy and the fiduciary standard. I authored an educational newspaper column for six years, and my insights on personal finance and technology were even cited in the Wall Street Journal (Sept 1, 2012).

Most recently, I have become focused on reviving the fiduciary standard of care in retirement plans. Retirement plans have changed and participants are generally excluded from the help they need to be prudent stewards of their wealth. To address this enormous concern I have integrated Pre-Retirement Services that re-connect many plan participants with the advisory services their plans lack. Participating retirement plans include California Savings Plus 401k and 457, Dignity Healthcare's 403b, Prime Healthcare's 401k, and PG&E's 401k.

Personal Background:

I grew up in the Ferndale, California area. After graduating from Cal Poly SLO in 1990 I moved to the Seattle area and started a financial services practice. In 2004, my family relocated to Northern California in order to centralize my west coast practice. My wife, Heidi and I have two grown children, Connor and Rowan.

Community Service:

I am an active member of Rotary and Masons. I have served as a Board member of Redding Youth Lacrosse and University Preparatory School Board. At U-Prep I originated the PTO and served as Director of Leadership U-Prep for more than five years. I am a Paul Harris Fellow in Rotary International, and have been recognized as a Community Builder by Redding West Rotary for many years of work with local youth.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments
LGBT Services
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Medical professionals
Families

Fee structure

Based on % of assets
Hourly

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Education

Bachelors - California Polytechnic State University-San Luis Obispo
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