Broker Check

Get to Know Us
About Magnum.

Our Mission
Guiding Families
Toward a Lasting
Horizon.

At Magnum Wealth Management, we believe meaningful financial planning begins with a meaningful conversation.

We take the time to understand you; your goals, your priorities, your family, and the life you’re working to build. From there, we help bring clarity to your financial picture and create a thoughtful strategy designed to evolve with you.

Whether you’re preparing for retirement, navigating a major life transition, building your wealth, or planning for the next generation, our goal is to provide trusted guidance every step of the way.

Because wealth is more than what you have. It’s what it makes possible for the people and future you care about most.


What We Value
The Principles That Guide Every Decision.

At Magnum Wealth Management, our values shape more than our strategies—they shape the way we work with you.

01
Fiduciary Standard*

We act in your primary interest, providing independent perspective and conflict-conscious guidance.

*In advisory relationships

02
Transparent Communication

Complex financial concepts are explained with clarity so you always understand your options.

03
Tailored Guidance

Every strategy is customized to reflect your specific cash flow, risk comfort, and personal goals.

04
Long-Term Focus

We emphasize steady progress and intentional planning designed to help support your family across generations.

05
Trust

We believe lasting relationships begin with honesty, transparency, and doing what’s right for our clients.

06
Personal Guidance

Your financial plan should reflect your life, your priorities, and the people who matter most to you.

07
Thoughtful Strategy

We take a disciplined, long-term approach designed to help you navigate opportunities, challenges, and change with confidence.

08
Relationships That Last

We’re here for more than a single financial milestone. We strive to be a trusted partner through every stage of your financial journey.

Meet The Team
Who You Work With Matters.

Experienced professionals dedicated to helping you navigate
every stage of your financial life.

Rod Chamberlin, MSFS

Rod Chamberlin, MSFS

Wealth Manager

I am a California native, however, I was raised with mid-west values. My parents both grew up in Wisconsin and moved to California in 1953. They raised my brother, three sisters and I with the same values they grew up with-honesty,...
Derek Bergfeld

Derek Bergfeld

Wealth Manager

Born and raised in Orange County, I've always had a passion for finance and economics. After earning my degree in Finance and Economics, I embarked on a journey to help individuals and families navigate the complexities of wealth...
Ashley Cader

Ashley Cader

Administrative Assistant

I grew up in Los Angeles County, surrounded by a close-knit family of grandparents, aunts, uncles, and cousins, a foundation that deeply shaped my sense of creativity and community. After earning a BA in Child Development, I spent over...

Let's Start the Conversation
Whether you're building wealth,
preparing for retirement,
or thinking about the next generation,
we'd love to learn more about you
and what you're working toward.

Schedule a Discovery Call