Investment Advisor Representative, Owner
Lewis Chamberlain, Accredited Investment Fiduciary® (AIF), is owner and Investment Advisor Representative of Next Level Investor. Committed to outstanding service for clients, Lewis provides world-class strategies for high-net worth investors and objective financial management planning for pre-retirement clients.
After graduating from Cal Poly SLO in 1990, Lewis began working in the financial industry, opening his own practice just one year after graduation. With thirty years of experience in the field, he has developed refined processes designed to help investors reach financial independence. Lewis is a passionate advocate for clients, providing highly customized strategies designed to protect investors’ best interests. Lewis holds numerous licenses and accreditations—including securities registrations 6, 63, 65, 22 and 31—and insurance licenses for California and Washington.
As needs and technology change, Lewis continually adapts, creating appropriate, flexible plans for clients. With deep industry insight, he manages details throughout the financial planning process, poising investors to respond appropriately to changes in their lives or in the markets. Lewis is an educator and a facilitator. He shares resources that empower clients, providing opportunities for them to become effective stewards over their wealth. Serving select high-net worth clients, he oversees specialized financial management teams designed to address the unique needs of each client. His world-class service stands out for its invaluable impact on families.
Lewis lives in Redding, California with his wife, Heidi. They have two grown children, Connor and Rowan. Lewis and Heidi are active members of their community, supporting causes for at-risk youth and veterans. He enjoys hiking, mountain biking and kayaking.