A complete list of active advisors currently associated with Chan, Arden
Warmer can help you find a great advisor at Chan, Arden or one who fits your needs even better.
The firm provides investment advisory services to an unusually broad set of institutional clients, including banking and thrift institutions, sovereign wealth funds, state and municipal governments, insurance companies, other investment advisers, charitable organizations, corporations, and pension or profit-sharing plans. The firm does not provide portfolio management for individual retail clients. The firm's sole member serves as the chief compliance officer and is responsible for supervising the delivery of advisory services; the brochure discloses that the firm does not receive economic benefits from third parties in exchange for providing advice. The adviser’s background includes a medical degree and ongoing U.S. Navy service, which the brochure lists as a regular professional activity. Compared with many independent peers, the firm’s client mix is notable for its emphasis on institutional and governmental accounts and for reporting fee arrangements that do not rely on a percentage-of-assets-under-management model. The brochure discloses no disciplinary history or additional compensation arrangements, and the combination of a clinical and active military background is an atypical adviser profile in this peer group.
To learn more about the advisors currently working at Chan, Arden, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)