Josh Chamberlain CFP®, Principal, MBA

I’m the Principal and founder of Chamberlain Financial Advisors, located in the heart of Decatur, Georgia.

My mission is to help professional families reach the point where they are making decisions based on their values, rather than money. There is so much joy intentionally working towards goals that drive your family’s potential.

When my mother died in 2017, it was a pivotal point in my life. I had a good career, earning good money but, I needed a break. I had been pursuing this career track for 20 years and I needed to step away, to make sure I wanted to continue for the next 20. I took a year off of work to evaluate what I wanted to do with the rest of my life.

Experience

Certified Financial Planner (CFP), Feb 2021

NAPFA Member 2020

Opened Practice 2018

Product Manager, Cisco Systems 2013-2016

Software Engineering Manager, Cisco Systems 2006-2013

Education

Georgia State University, J. Mack Robinson College of Business, MBA, International Business 2001-2003

Georgia Institute of Technology, Bachelor of Science, ISyE, 1997

Volunteer Experience

Board Member, Skyview High School, College Park, GA

Step Up Business Sponsor, Decatur Education Foundation

Decatur Bulldog Super Booster

I realized that I was not leaving the impact on the world that I had envisioned, and I had lost the joy in my work. My unique set of skills, passion and insights could be better used to directly impact the success others, through the lens of personal finance.

I launched this business to help inspire, create, educate, manage and mediate 100 families seeking joy, ruled by their values … not the all mighty dollar and reach financial freedom.

I spent years building a successful engineering and software career for Fortune 500 companies, so that my family would reach financial freedom. Always a financial planner at heart, I successfully saved, invested and planned for my own family and friends. Now I am bringing my passion - helping other professional families reach financial freedom - to you. 

I love to cook. I root for all Georgia teams. I earned an Industrial Engineering degree from Georgia Tech, an MBA from Georgia State, and have family who graduated from UGA.

Contact: Josh@chamberlainfa.com


Tammy Gruen, lead advisor, CDFA®, MBA

I work with independent women and busy families going through life transitions such as divorce, major career changes or those contemplating early retirement.

Prior to working in financial services, I spent much of my career in Finance roles within the Tech industry. For this reason, many of my clients also have careers in Tech. I help clients better understand and leverage their benefits packages, establish college savings plans for their children and maximize their overall savings so they can see a clearer path to retirement.

EXPERIENCE

Certified Amicable Divorce Professional (CDAP), Oct 2022

Certified Divorce Financial Analyst (CDFA), Feb 2022

Financial Advisor - Raymond James & Associates 2020 – 2022

Finance/Operations/M&A - Cisco Systems 2008 - 2020

EDUCATION

Financial Planning Certificate - Emory University, 2019

Master of Business Admin (MBA) - UNC Chapel Hill, 2001

Bachelor of Science Psychology - Florida State University, 1993

I also specialize in working with women during and after divorce. I was divorced in 2013 so I understand the challenges they face first-hand. I partner closely with clients and other professionals during the divorce process to assess short-term and long-term financial impacts. I help clients feel more prepared for negotiations as well as plan for their new life.

I am a mom of two children, two stepchildren and two mutts. Outside of career and mom duties, I enjoy playing tennis, practicing yoga, visiting local farmer’s markets, hiking in state and national parks, traveling abroad and any activity on or near the ocean.

Contact: tammy@chamberlainfa.com

Jessica Thomas, planner

Amy Jackson, planner

Contact: amy@chamberlainfa.com