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Greg C

Series 63, Series 66

Lehi, UT

Cowdell Investments, LLC

Greg Chamberlain is a financial advisor at Cowdell Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Jackson National Life Distributors and his own firms, Chamberlain Financial, LLC and Chamberlain Long Wealth Management. Outside of advising, he works as an insurance wholesaler representing various insurance companies. Cowdell Investments primarily serves individual clients, trusts, estates, charitable organizations, and business entities with retirement and financial planning, wealth management, and advisory services. The firm customizes portfolios based on client risk tolerance and time horizon, incorporates both fundamental and technical analysis, and provides access to insurance-based products through its licensed advisor representatives.

Annuities General retirement planning Retirement income strategy Cash flow / budgeting
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