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.   

about the author: WorthPointe Wealth Management

Continue Reading

Other articles filed under LA/OC CFP Team Posts

The Intrapreneur’s Wealth-Building Toolkit

July 17, 2019 - That’s not a typo in the headline; this blog is directed toward intrapreneurs — folks who hold manager, VP and director positions at public companies. These ambitious leaders often self-select as, but since they work within large organizations, they have...
Continue Reading

Your Sequential Investing Hierarchy: First Things First

June 12, 2019 - As I’ve noted in a previous blog, I like to break down where money goes into four buckets: Live, Give, Owe and Grow. Today, I’m going to expand on that concept by introducing the five sub-categories to the Grow bucket...
Continue Reading

Start With the End in Mind

May 14, 2019 - The younger you are, the less you’re likely able — or willing — to think about what your retirement might be like. That’s OK, but you probably do know one thing, even if you’re a millennial with years and years...
Continue Reading

Are You Too Paralyzed to Plan?

May 8, 2019 - Analysis paralysis — we’ve all been there at some point. I know I’ve been guilty of it. As a financial advisor, I see it all too often with millennials and Gen Xers when it comes to financial planning. And for...
Continue Reading

Congratulations to John Chapman, WorthPointe’s Newest Partner

April 30, 2019 - 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...
Continue Reading

Return to Blog Home