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Tom Chandler, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Tom Chandler

CFP®, CIMA®, CPWA®, RICP®

Private Wealth Advisor

Managing Director
The Chandler Group
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 25 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®
  • CPWA® Certified Private Wealth Advisor®
  • RICP® Retirement Income Certified Professional®
  • CPWA® Certified Private Wealth Advisor

Education

  • BS Bachelor of Science , Finance, California State University, Sacramento

Awards & recognition

  • Five Star Wealth Manager, 2015 - 2019, 2021-2022
  • Ameriprise Circle of Success, 2020

Previous experience

  • Retirement Specialist, Partner: local Registered Investment Advisory Firm, 1999-2014

Community participation

My family and I volunteer throughout the year to help families in our community.

Interests

“The longer I live the more beautiful life becomes.”-Frank Lloyd Wright

When not working Tom enjoys spending time outdoors. On the weekends you can usually find him mountain biking the hills of Auburn, hiking the trails around Folsom lake with his family or in the winter skiing the slopes of the Sierra Mountains. Tom and his family are 25 year residents of the Sacramento area where he resides with his wife Heidi and their 3 children.