Andrew Chabot

Rancho Wealth Management

4225 Executive Square Suite 600

La Jolla, CA 92037

858-784-1513

Rancho Wealth Management

About Rancho Wealth Management

I am a local, independent, CERTIFIED FINANCIAL PLANNER and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must prepare for your own retirement as well as consider what's to be done with your estate after you are gone. You are confronted with a growing number of investment and insurance products and services. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program. Add up all of these important considerations and your need for competent, objective financial guidance has never been greater. This is where I come in. I help you make better decisions.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

2-4

CRD#

4622383

Firm CRD#

10205

Insurance License#

California Insurance License #0E70330

Name of Broker/Dealer

Securities America

Name of Custodial Firm

Pershing, LLC

States Licensed in

CA,NV,AZ,NJ,PA

Years of Experience in Financial Services

Work Experience

Securities America, Waddell & Reed, LPL Financial, Wells Fargo Bank, Bank Of America, Farmers Insurance Group, CUSO Financial Services, Altura Credit Union

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Options & Futures, Bonds, Mortgages & Real Estate, Annuities, Insurance, Mutual Funds, Stocks, Commodities, Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Your Office, Phone

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, MBA

Securities Licenses

Series 6, Series 7, Series 24, Series 26, Series 63, Series 65

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, HMO, Life, Disability, Annuity, Accident, Casualty, Property, Health

Financial Organization Memberships

Financial Planning Association (FPA)

Non-Financial Organization Memberships

Better Business Bureau. Rancho Cucamonga Chamber of Commerce

Firm Information

Firm's Number of Clients

150

Firm's Number of Planning Clients

150

Firm's Number of Managed Clients

150

Advisor's Number of Clients

200

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

200

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Hourly

Additional Details on Charges

Percentage of Assets, Commission and/or hourly rate all agreed upon by both parties. No charge or obligation for initial consultation

Education

MBA - Business Administration

CSUSB
-

BA - Marketing

CSUSB
-

Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1872957/financialadvisor-rancho-wealth-management-detailed-disclosure

All other trademarks and copyrights are the property of their respective holders.

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.

FinancialAdvisor.net is a nationwide system of investment advisors and planners. Our members belong to boutique RIA firms as well as big wall street brands. We are not a financial advisory firm and do not provide financial advice. Our advisor-match service is free to the consumers. However, advisors pay a fee to be a member of our network.

We pre-screen advisors for: - Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only) - Licensing and disclosures with SEC.

We guarantee that, based on fit and availability of advisors in your area, you will be matched with NO MORE than three advisors.