Andrew Chabot, MBA, CFP®
President - Certified Financial Planner®
Andrew Chabot, CFP®, brings over 20 years of distinguished experience in the financial services industry as the President and CEO of Rancho Wealth Management. As a CERTIFIED FINANCIAL PLANNER™ professional, Andrew is dedicated to empowering clients to work towards achieving their life goals through informed decision-making, specializing in investment strategies and comprehensive wealth management.
Holding a BA in Business Administration and an MBA, Andrew combines academic rigor with practical expertise. He is licensed with Series 6, 7, 24, 26, 63, and 65, as well as Life and Health Insurance licenses. In 2022, he expanded Rancho Wealth Management by opening a second location in La Jolla, California, further solidifying his commitment to serving clients.
Residing in Solana Beach, California, with his wife, Dianne, and their 12 year-old son, Brayden, Andrew blends professional excellence with a personal touch, fostering trust and long-term success for his clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance Lic#: 0E70330