Our Team

Meet the People Behind Rancho Wealth Management.

Experience matters, but so do communication, follow-through, and understanding the person behind the financial plan. Our team brings different backgrounds and strengths together around one goal: helping clients make thoughtful financial decisions.

Different Strengths. One Client-Focused Team.

Rancho Wealth Management brings together financial planning experience, investment knowledge, client service, operational leadership, and a commitment to long-term relationships.

Our team works collaboratively to help keep the planning experience personal, organized, and responsive as your needs evolve.

01 / Financial Professionals

Advisory Team

Meet the professionals who help clients think through wealth management, financial planning, retirement, protection, and the other financial decisions that shape their lives.

President - CERTIFIED FINANCIAL PLANNER® Professional

Andrew Chabot, MBA, CFP®

Andrew Chabot brings over 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 and comprehensive wealth management.

Holding a BA in Business Administration and an MBA, Andrew combines academic training with practical experience helping clients work toward their life goals through informed financial decision-making.

Andrew is licensed with Series 6, 7, 24, 26, 63, and 65, as well as Life and Health Insurance licenses. He expanded Rancho Wealth Management with an additional Southern California location in 2022.

Licensing: Series 6, 7, 24, 26, 63, 65; Life & Health Insurance
CA Insurance License: 0E70330

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Executive Vice President - Wealth Advisor

Matt Chabot

Matt Chabot brings over a decade of experience in financial services, combining strategic insight with a client-focused approach to wealth management and financial planning.

Before his career in finance, Matt played professional baseball in the San Diego Padres organization, where he developed the discipline, preparation, and teamwork he brings to client relationships today.

As Executive Vice President of Rancho Wealth Management, Matt works with individuals, families, professionals, and business owners to help organize the different areas of their financial lives and make confident long-term decisions.

Licensing: Series 7, 65, 63; Life & Health Insurance
CA Insurance License: 0L05939

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02 / Client Service & Operations

The Team Behind the Experience

Strong client relationships depend on more than financial strategy. Organization, communication, service, and follow-through are an important part of the experience as well.

Vice President

Jassi Kumar

Jassi Kumar has been in the financial services industry for over 15 years, including experience in finance, banking, and lending. She serves as Vice President of Rancho Wealth Management with a primary focus on client service, attention to detail, and professionalism.

Jassi plays an important role in client communication, coordination, and the day-to-day support that helps keep relationships running smoothly.

Jassi Kumar is not licensed to offer securities or provide advisory services. Rancho Wealth Management provides administrative support services only.

Director of Operations

Dianne Chabot

Dianne Chabot brings exceptional organization and leadership to Rancho Wealth Management. With a keen eye for detail and a talent for streamlining processes, she helps ensure the firm's operations run efficiently.

Dianne's dedication to excellence strengthens the team and supports the operational consistency behind the client experience.

Get to Know the Team Behind Your Plan.

A strong financial relationship starts with trust, communication, and a clear understanding of what you are trying to accomplish.

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