posted on April 30th 2019 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments /

John Chapman joined WorthPointe in 2018, to bring our presence to Orange County. Since then, his entrepreneurial drive has helped us expand our reach throughout the region. Initially attracted to our company culture and tailored investment approach, John found a home with us.

Noting his commitment to our shared vision, we are happy to welcome John as a partner at WorthPointe.

John came to us with a solid foundation on which he has built his career. He started his career at Merrill Lynch learning the basics and then received broad exposure to financial planning and investments at Fidelity. After rising to VP Financial Consultant at Fidelity, he found WorthPointe. With a mutual desire to develop long-term and impactful relationships with our clients, our partnership was bound for success.

A family man, husband, and father of three, John is poised to help families in Orange County navigate complicated financial situations and create stable financial futures. As a valued member of the WorthPointe team, we look forward to great things to come.

Get to know more about John in his own words.   

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Educate Yourself Before Using Stop-Loss

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What Are You Teaching Your Kids About Money?

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Got Aging Parents? This Advisor’s Book Is For You

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How Small Businesses Are Applying for Disaster Relief

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