Andrew Chabot, MBA, CFP®
Andrew Chabot has been in the financial services industry for over 15 years. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions.
Andrew earned his BA in Marketing and has also earned an MBA. He currently holds FINRA Series 6, 7, 24, 26, 63 and 65 FINRA registrations through LPL Financial as well as Life / Health / Property and Casualty Insurance licenses. Andrew is an LPL Registered Principal and Rancho Wealth Management's President. He is an active member in the Rancho Cucamonga Chamber of Commerce.
CA Insurance Lic# 0E70330
James Filippi has been a Financial Advisor with over 17 years experience in the financial services industry as a Financial Advisor having worked over 10 years in Morgan Stanleyʼs Wealth Management Division while holding FINRA Series 7, 31, 63 and 65 Licenses, currently held through LPL Financial.
“The client is the No. 1 focus! Each and every client has their own set of wants, needs and time horizons and I understand this. Itʼs about personal relationships and getting to know youʼre client”.
James grew up on his familyʼs winery and vineyard in South Fontana, CA and went to Upland High School, Cochise Jr. College in Douglas, AZ., and FIU (Florida International University) in Miami, FL. He excelled in playing baseball which eventually led to him being drafted by and playing for the Chicago White Sox and San Diego Padres. He enjoys golf, reading science fiction and swimming. James has been happily married to Karen Filippi for 18 years.
CA Insurance Lic# 0D71251
Brian has been in the financial services industry for 4 years. He prides himself on providing his clients comprehensive financial advice with integrity and superior ethics. He specializes in growing and preserving his client’s wealth and helps his clients understand what it will take to pursue their goals. Brian has earned his associates degree from University of Phoenix in Travel, Tourism & Hospitality.
Brian currently holds FINRA Series 7, 63, and 65 registrations through LPL Financial as well as Life & Health Insurance licenses.
Brian has spent 30 years in Rancho Cucamonga and is currently an active resident with his wife and two children.
CA Insurance Lic# 0H54466
William H. Bryan has been in the financial service industry since 1989. In 2011 he became a financial adviser with Edward Jones and transitioned his business to LPL Financial in 2013. Before becoming a financial adviser in 2011 he spent 23 years with the Capital Group/American Funds, a large money management firms in the world. During his 23 years with the Capital Group he served in various roles, including being the Endowment & Foundation Specialist in the Institutional Investor Service Group, where he focused on helping “people that do good, to do good”.
William was born in Chicago, IL and moved to Rancho Cucamonga California in 1980, where he attending Alta Loma High School. He earned a full-ride scholarship to play college football at Cal State Fullerton, where he also earned a BA degree in Business/Economics with emphasis in personal financial planning. William married Cynthia in 1994 and together they have two boys, Warren (16) and Will IV (20). In William’s spare time he enjoys golfing and listening to jazz. William and his family attend Abundant Living Family Church (ALFC) in Rancho Cucamonga where they also volunteer their time. In addition, he currently serves as Chairman of the Board for National College Resources Foundation (NCRF) and works with many other non-profits, foundations and endowments.
He currently holds the following security registrations held with LPL Financial: Series 66 Investment Advisor Representative (combined state law) & FINRA Series 7. He also has his Life, Health & Disability Insurance License,
CA Insurance Lic# 0H53646
Andrew Chabot, MBA, CFP® LPL Registered Principal
Andrew Chabot has been in the financial services industry for over 15 years. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions.Read More
About Our Company
We help you make better decisions with your money. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support someone. In addition, you must prepare for your own retirement, consider what's to be done with your estate. You're also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before.Read More
The financial consultants of Rancho Wealth Management are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, Arkansas, California, Florida, Missouri, Nevada, New Jersey, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia.