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Christopher R
Series 66
Irvine, CA
Vanderbilt Advisory Services
Christopher Roberts is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 17 years of industry experience. His career includes roles at SPIRE Securities, Chamberlain Consulting Group, Spire Wealth Management, Edward Jones, and Rda Financial Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation process and combines fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services through independent advisor representatives.
Dana K
Series 66
Irvine, CA
Vanderbilt Advisory Services
Dana Kiley is a financial advisor with Vanderbilt Advisory Services, holding the Series 66 designation and bringing 24 years of industry experience. Prior to joining Vanderbilt Advisory Services, Kiley spent a decade at Spire Wealth Management. Outside of this role, Kiley is a principal and advisor at Chamberlain Group, where he manages day-to-day operations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides portfolio management and financial planning services, emphasizing strategic asset allocation and employing fundamental, technical, and charting analysis tailored to client objectives.
Cameron J
ChFC®, Series 66
Irvine, CA
Vanderbilt Advisory Services
Cameron Jalbert is a financial advisor at Vanderbilt Advisory Services with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Vanderbilt, he worked at Chatterton & Associates and Spire Wealth Management. He serves on the boards of several nonprofit organizations focused on education, homelessness, and charitable giving. Vanderbilt Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental and technical analysis and is noted for its integration with retirement plan and benefits firms.
Chad N
CFA®
Irvine, CA
Vanderbilt Advisory Services
Chad Neault is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. Prior to joining the firm, he worked for the Chamberlain Group for nine years and spent one year providing independent consulting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to various financial planning and consulting services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.
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