Andrew Chabot

Rancho Wealth Management

Andrew Chabot, MBA, CFP®

President | CERTIFIED FINANCIAL PLANNER® Professional

Helping clients make informed decisions around the wealth they worked to build.

01 / About

About Andrew

Andrew Chabot brings more than 20 years of experience in the financial services industry as President and CEO of Rancho Wealth Management. As a CERTIFIED FINANCIAL PLANNER® professional, he focuses on investment strategy, comprehensive wealth management, and helping clients make informed decisions around long-term goals.

Andrew holds a BA in Business Administration and an MBA. His work combines planning, investment experience, and a practical understanding of the financial decisions that individuals, families, and business owners face over time.

Comprehensive Wealth Management

Bringing investments, retirement, risk, estate considerations, and family priorities into a more coordinated strategy.

Investment Strategy

Helping clients understand portfolio risk, diversification, time horizon, liquidity, and the role investments play within the broader plan.

Retirement Planning

Helping clients think through retirement readiness, income sources, investment transitions, and long-term sustainability.

Business & Family Planning

Supporting owners and families as financial decisions become more interconnected across business, legacy, and personal wealth.

02 / A Note to Clients

A Personal Perspective

Financial planning is personal. The numbers matter, but the reason behind the numbers matters more. I want clients to understand the decisions in front of them and feel comfortable asking questions, even when the subject is complicated.

My goal is to help bring structure to the financial picture, identify what deserves attention, and build a strategy that can evolve as life changes.

Andrew

03 / Background

Credentials & Experience

BA in Business Administration
MBA
CERTIFIED FINANCIAL PLANNER® professional
Series 6, 7, 24, 26, 63, and 65
Life and Health Insurance licenses
California Insurance License #0E70330

Important: Securities and advisory services are offered through Equitable Advisors, LLC, member FINRA/SIPC, as applicable. Insurance and annuity products are offered through Equitable Network, LLC, as applicable. Financial professionals may transact business only in states where they are properly registered or qualified. Rancho Wealth Management is not owned or operated by Equitable Advisors or Equitable Network. This page is for general informational purposes and is not individualized investment, tax, or legal advice.

Start With a Conversation.

If you would like to discuss what is on your mind and whether a broader planning conversation may be useful, reach out to connect.

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