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.
Other articles filed under LA/OC CFP Team Posts
August 4, 2020 - Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses...
August 2, 2020 - WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of...
June 30, 2020 - WorthPointe advisors John Chapman and Matt Addington — both fathers of three — talk about the need to educate children about money in a new video. The discussion was spurred by a recent Twitter post from Kyng Kyren, Can’t Be...
June 15, 2020 - WorthPointe advisors John Chapman and Morgan Smith spoke recently about Morgan’s recently released book, Generation Squeezed—A Holistic Guide for Taking Care of Aging Parents. Watch the video here. Morgan noted he wrote the book after being a caretaker to his...
May 26, 2020 - The unprecedented effect of COVID-19 on the economy has resulted in a number of disaster relief alternatives being available to small businesses — and things seem to change rapidly as they scramble for funds. WorthPointe advisor John Chapman spoke with...
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