Advisor | Mentor
DC@Chamberlin-Group.com
Don (DC) Chamberlin III is an advisor and mentor for Clarity 2 Prosperity and Prosperity Capital Advisors. As a Certified Financial Planner (CFP®) with more than 10 years of experience in the financial services industry, DC specializes in financial planning and wealth management and works with his clients to help them develop a holistic financial plan that takes into account each individual’s unique situation, risk tolerance and goals. DC’s holistic expertise makes him a go-to resource for St. Louis-area residents searching for structure and clarity in their financial future.
DC’s interest in the financial services industry developed after years of watching his father assist local pre-retirees and retirees with holistic financial planning. After working in the firm part-time during college, DC knew this was the path for him, and pursued a financial career full time. He became an investment advisor in 2009 and now oversees the firm’s investment management as well as provides fee-only financial planning services to the firm’s clientele.
In addition to his CFP® designation, DC holds his Accredited Wealth Management Advisor (AWMA®) designation and Series 65 license. DC is also a member of the Financial Planning Association (FPA®) and earned his bachelor’s degree in business administration from Principia College. In 2013, DC was recognized as the top advisor for Prosperity Capital Advisors.
DC lives with his wife, Reshma and owns a digital strategy consulting firm, which currently employs 5 people full time. In his spare time, DC loves watching sports, especially NFL football. DC and Reshma enjoy traveling the world together in their time away from work.
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The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.
- Practices as a fee-only advisor and is not insurance licensed
- Focus centers around building financial plans and then determining the best tools for clients to utilize to achieve their goals and objectives
Fun Facts
- Despite being from St. Louis, has lived in Chicago and Detroit and has strong ties to both
- Has the equivalent of a green card for India, and he loves Indian food and culture
- Likes to start the day with a 3 mile run as a “wakeup call”
Organizations
- Financial Planning Association®