Cameron Jalbert

Advisor

Cameron Jalbert, ChFC® joined Chamberlain Group in 2021 and serves as a Wealth Management Advisor. He strives to embody the delivery and execution of the firm’s mission and core services: to help successful business owners and super-affluent families build, protect, and steward their wealth—for the benefit of their family, company, and community. Cameron works with the Chamberlain team to accomplish this through innovative estate and succession planning, private and public investment management solutions, proprietary insurance placement, and other elite wealth management strategies. He also plays a key role in tactical collaboration with clients’ CPAs, bankers, property and casualty brokers, estate attorneys, business consultants and more.

He began his finance career in 2012 as a Financial Advisor with Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA. There, he worked in the client-centric realm of personal retirement planning and investment management for high-net-worth families all over Southern California. Cameron specialized in investment portfolio construction and management, cash flow analysis and simulation, retirement distribution and tax reduction planning, and generational wealth transfer strategies.

Cameron earned his bachelor’s degree with Cum Laude recognition in Business Administration with emphases in Finance, Entrepreneurship, and Real Estate, minoring in Managerial Leadership, from Chapman University. He completed his Personal Financial Planning coursework at UCLA and was awarded his Chartered Financial Consultant® (ChFC®) designation from The American College. He also holds FINRA series 66 and series 7 licenses and is a Life and Health insurance agent licensed by the California Department of Insurance.