Andrew Chabot has been in the financial services industry for over 20 years. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and takes pride in helping his clients pursue their goals in life. He specializes in investing and managing his client's wealth and strives to help his clients make informed decisions.
Andrew earned his BA in Business Administration and has also earned an MBA. He currently holds the Series 6, 7, 24, 26, 63 and 65 licenses as a Financial Advisor with Securities America as well as Life and Health Insurance licenses. Andrew is Rancho Wealth Management's President and CEO
In 2022, Andrew opened a second Rancho Wealth Management location in La Jolla, Ca. and currently lives in Solana Beach, Ca. with his 9 year old son, Brayden.
CA Insurance Lic# 0E70330
Securities America is not affiliated with any other entities referenced. (06/20)
Jassi Kumar has been in the financial services industry for over 15 years including a background in finance, banking and lending. Jassi serves as Vice President of Rancho Wealth Management with a primary focus of ensuring that every client of Rancho Wealth receives the highest level of customer service, attention to detail and the utmost professionalism.
*Jassi Kumar is not licensed to offer securities or provide advisory services.