Chamberlain Group Financial Services Information

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Summary

Chamberlain Group Financial Services is a private company. The business currently specializes in Financial Services area. Chamberlain Group Financial Services's headquarter is located at Irvine, California, USA. The number of employees is at least 250. Register with SignalHire to connect with Chamberlain Group Financial Services employees and management.

Websitecgwealth.com
Social Links
linkedIn
Phone Number(949) 553-0313
Industries
Headquarters address2050 Main Street, Suite 950, Irvine, CA, 92614 US
Company Size10-50 employees
SpecialtiesFinancial Planning, Insurance, Investments, Estate Planning, Investment Management, Investment Advisory, Executive Benefits, Retirement Plans, Non-qualified Plans, Succession Planning
SIC Code6199, 6189
DMA CodeLos Angeles Metropolitan Area
Founded1975
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company
Updated:2026-07-27

Competitors

Name
Founded
Type
Employees
2013Privately
Held
25 - 100
-Partnership 25 - 100
2015Privately
Held
1-10
2016- 10-50

Workforce Turnover

Number of staff members switched

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Total employee turnover

Departmental Headcount Distribution

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Turnover activity captured in SignalHire's departmental sample ( employees):

Corporate Tenure Analytics

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Workforce Experience Insights

6% have been with the company for 1 to 2 years6% have been with the company for 3 to 4 years10% have been with the company for 5 to 7 years10% have been with the company for 8 to 10 years68% have been with the company for more than 11 years

Former Staff Career Paths

Role at Former Company
Role at New Company
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Kimi Kawaguchi
Kimi KawaguchiExecutive Assistant to the CEO
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Brad Opel
Brad OpelVice President Global Business Development
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Chris Roberts
Chris RobertsExecutive Director | Corporate Services
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Andy Kane OBE PhD FCA
Andy Kane OBE PhD FCAChairman Advisory Board
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Shannon Hurley
Shannon HurleyExecutive Assistant
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Sean Atwood
Sean AtwoodInvestment Operations Manager
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Shannon Hurley
Shannon HurleyOffice Administrator
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Andy Kane OBE PhD
Andy Kane OBE PhDChairman Advisory Board
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Megan Collins
Megan CollinsDirector Of New Business
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Chad Neault
Chad NeaultChief Investment Officer
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Cameron Jalbert
Cameron JalbertChartered Financial Consultant®, ChFC® Wealth Advisor
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Ariana “Ari” Beckett
Ariana “Ari” BeckettPerformance Analyst, Alternative Investment Funds
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Javier Campos
Javier CamposHuman Resources Generalist
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Sydney Shedwill
Sydney ShedwillAssociate Advisor
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Ivanna Gabriela Castillo Verdugo
Ivanna Gabriela Castillo VerdugoSenior Human Resources Specialist
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Matthew Bartlett
Matthew BartlettField Service Technician
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FAQ

Chamberlain Group Financial Services operates in the Finance industries. More details can be found on the official website: cgwealth.com.
Chamberlain Group Financial Services has offices located in Irvine, US.
The headquarters of Chamberlain Group Financial Services are located in Irvine, United States.
You can contact Chamberlain Group Financial Services by phone at (949) 553-0313.
Chamberlain Group Financial Services currently employs 10-50 people.
Well-known competitors of Chamberlain Group Financial Services include Evermont Wealth, Dean Roland Russell, Clayton Financial Group and Willow Risk Advisors.

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