Stuart Chaussee Investment Services

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468 N Camden Dr
Beverly Hills, CA 90210
+1 (310) 285-1759
https://preservingwealth.com

Chaussee, Stuart is a highly experienced and independent fee-only investment advisor specializing in portfolio management and investment planning for affluent individuals and business owners. With over 38 years of experience, Stuart Chaussée has managed over $325 million in assets under management and holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Chartered Socially Responsible Investing Counselor (CSRIC), and Behavioral Financial Advisor (BFA). He is also a renowned author of several investment books, including the award-winning Advanced Portfolio Management Strategies for the Affluent, offering valuable insights and advice to both seasoned investors and amateurs.

Stuart Chaussée's expertise and comprehensive approach to investment management have earned him a strong reputation in the industry. His upcoming book, Investor's Guide to Buffer ETFs, further demonstrates his commitment to providing innovative investment strategies. With a background in prestigious financial institutions and a deep understanding of investor behavior, Stuart Chaussée is dedicated to helping clients navigate the complexities of the financial market and achieve their financial goals.

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