Ian Chamberlain is a Financial Consultant with Equitable Advisors, LLC. In his work with clients, Ian strives to understand the current situation of families and small businesses owners, providing recommendations and implementing strategies to help accomplish financial goals. Ian believes financial planning needs to be approached holistically, as a thorough understanding of an overall financial picture guides how different aspects of growth, protection, and income can work together. The scope of work includes investments and portfolio allocation, asset location, income strategies, personally owned and company owned life insurance, long term care, asset distribution planning, and planning strategies for business succession and estates.
Ian graduated from the University of Southern California in 2019, Summa Cum Laude, with an undergraduate degree in Real Estate Development. Previous work experience includes land acquisition in Orange County for a publicly traded homebuilder and entitlement project management for real estate development projects.
Outside of business, Ian is an avid follower of college football and basketball, especially, USC. Fight On!
CA Insurance Lic. # 4115669
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. AGE-5999423.1 (10/23)(exp.10/25)