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Don Chamberlin III

CFP®
Chamberlin Financial Planning, Inc.
Saint Louis, Missouri
Holistic Financial Planning & Wealth Management
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Meet Don

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Introduction - Don Chamberlin III
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Retirement Risks - Don Chamberlin III
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Evidence-Based Investing - Don Chamberlin III
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Tax Planning - Don Chamberlin III
Video Transcripts

Don III, also known by many as “DC,” is a fee based financial planner who also specializes in wealth management. His core belief is that a solid financial plan creates a strong foundation for a successful financial future.

Using his 10+ years of experience, his primary work involves analyzing the financial picture of each of his clients through a thorough process that considers personal objectives, future goals and risk tolerance.…

Don III, also known by many as “DC,” is a fee based financial planner who also specializes in wealth management. His core belief is that a solid financial plan creates a strong foundation for a successful financial future.

Using his 10+ years of experience, his primary work involves analyzing the financial picture of each of his clients through a thorough process that considers personal objectives, future goals and risk tolerance.

As an investment advisor representative of Prosperity Capital Advisors, DC helps his clients by providing them with investment advice that is focused on controlling what you can control about your investment experience (fees, taxes, diversification, etc…). His goal is to help people become as efficient as possible as they strive to grow their money over time. He works with his clients in a fiduciary capacity and as a result, he is required by law to act in his clients’ best interest, which is an important distinction that sets him apart from many advisors in the financial services industry.

Among all of the services that DC provides for his clients, his background in holistic planning is what really appeals the most to many of his clientele. One of the unique aspects of his holistic planning process is that he really focuses on tax efficiency with the implementation of tax reduction and tax management strategies throughout the financial planning process.

On a more personal note, DC’s wife Reshma Chamberlin is the co-owner of the business strategy firm We Are January, which helps businesses to strengthen their brands by implementing a powerful digital strategy. When they aren’t working, DC and Reshma enjoy exploring different cultures by travelling the world together.


Services offered

Financial planning
Retirement planning
Tax planning
Estate planning
Insurance management

Experience with

Families
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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