Oct
02

Coffee Break with John Chapman

posted on October 2nd 2018 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments

John Chapman, CFP®, one of WorthPointe’s newest hires, is spearheading the new Orange County office. With deep roots in the OC area and currently residing in Newport Beach, this talented and knowledgeable family man will help us expand our territory and serve a wealth of new clientele. Keep reading to get to know John and […]

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Sep
17

Join us in welcoming John Chapman to WorthPointe!

posted on September 17th 2018 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments

WorthPointe welcomes a through-and-through Orange County boy to the team: John Chapman, CFP®. Discovering the wealth management industry while interning for Merrill Lynch, John became energized to pursue a career as a financial advisor. Backed by an authentic love for people, he joined WorthPointe with the mission to bring better tools and genuine care to […]

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Sep
14

Orange County has a New Financial Planning Leader

posted on September 14th 2018 in WorthPointe News with 0 Comments

PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office   Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]

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May
15

3 Tips for Choosing Your Financial Planner

posted on May 15th 2018 in WorthPointe News with 0 Comments

You know that the right financial planner will help you clear a path to your financial goals and keep up the momentum along the way. But knowing whether your financial advisor is on your side can be harder to nail down. How do you know if your advisor will have the experience and freedom to […]

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Apr
23

AdvisoryHQ’s 2018 ran​​king ​​o​​f the​​ “Top 10 Best Financial Advisors in Austin, TX

posted on April 23rd 2018 in WorthPointe News with 0 Comments

The WorthPointe team is grateful for AdvisoryHQ’s recent inclusion of our firm in their Top 10 Best Financial Advisors in Austin, TX list. AdvisoryHQ employs a unique methodology that objectively evaluates the total assets under management (AUM), firm size and quality, as well as the amount of revenue generated by an advisory firm. Being recognized […]

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Apr
10

There is a Human Behind that Portfolio

posted on April 10th 2018 in WorthPointe News with 0 Comments

In the wealthiest nation in the history of the planet, people still struggle with resources. They work so hard to achieve success, but without the component of careful planning, they may never get a firm grip on their assets. You need a financial coach just like you need a personal trainer. Someone whose expertise cuts […]

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Mar
28

401(K) Fees: Grasping at Shadows

posted on March 28th 2018 in WorthPointe News with 0 Comments

“Beware that you do not lose the substance by grasping at the shadow.” — Aesop   A recent survey conducted by TD Ameritrade revealed just how little people know about the fees they pay for their 401(k) plans. The survey of 1,000 investors found only 27 percent of them know their 401(k) fees.   Ironically […]

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Mar
19

Robo Investing: The Dealer and Junkie

posted on March 19th 2018 in WorthPointe News with 0 Comments

I’m waiting for my man Twenty-six dollars in my hand… He’s never early, he’s always late First thing you learn is that you always gotta wait I’m waiting for my man (Lou Reed) © EMI Music Publishing   These lyrics are from a Velvet Underground (Lou Reed) song entitled, “I’m Waiting For The Man,” about […]

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Mar
14

WorthPointe Named Among Top Financial Advisors in San Diego for Second Year in a Row

posted on March 14th 2018 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

“As a boutique San Diego financial advisory firm, WorthPointe provides clients with the benefit of expertly tailored and customized advice.” – AdvisoryHQ We’ve made one of AdvisoryHQ’s lists for the second year in a row in San Diego. WorthPointe has been named as one of the top 10 San Diego Financial Advisors. AdvisoryHQ selects the […]

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Feb
26

WorthPointe Wealth Management Celebrates Surpassing $500 MILLION In Assets Under Management

posted on February 26th 2018 in WorthPointe News with 0 Comments

Few companies offering personalized wealth management strategies ever reach $500m assets under management. It’s a rare milestone and certainly one worth celebrating, but the financial planners at WorthPointe are already gearing up for their next stage of development. To Christopher Van Slyke, founder and CEO, business is all about serving clients better. It’s less about […]

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