Overview

We have experience helping advisors transition into retirement successfully. Each prior deal resulted in 95%+ client retention. We have a step-by-step process for getting a deal done and becoming the advisors your clients later thank you for picking as your succession. We setup buy/sell agreements if you are not looking to retire right away. We look for a quality relationship with selling advisors and we maintain that personal feel that your clients expect.

We are Camber Wealth, a group of three CFP's in Camarillo, CA, two male and one female. Two of us are age 40 with 15 years of experience each. Our associate advisor has 7 years of experience. We manage 240M--90% fee based. We are LPL hybrid affiliated and custody at LPL/Schwab/Fidelity through our large RIA affiliation (Mariner).


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