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 the wealth management industry, John Chapman, CFP® has been enlisted to provide the area with the tailored investment advising WorthPointe is known for. A family man, raising three children with his wife, Chapman specializes in helping families with complex financial and tax situations. He helps them  find solutions that grow and protect their wealth.

Previously Vice President Financial Consultant with Fidelity Investments, Chapman sought to join the WorthPointe team after researching the firm through the NAPFA and DFA websites. After having the opportunity to sit down with the team leaders to discuss their approach to financial planning, he found himself aligning with their investment philosophy of providing low-cost and index-based portfolio options.

“While our philosophies definitely meshed, it was WorthPointe’s focus on clients who are supported by their financial solutions that led me to take the leap,” Chapman said.

An Orange County native and Newport Beach resident, Chapman values the relationships he builds with his clients and his community above the numbers. He enjoys empowering clients to build in balance and spend more time doing what they love, a passion shared by WorthPointe.

To get in touch with Chapman and the rest of the WorthPointe team, visit its website: www.worthpointeinvest.com.

About WorthPointe

WorthPointe is a financial planning firm based in San Diego, Austin, and Dallas-Fort Worth with CERTIFIED FINANCIAL PLANNERS™ who are credentialed, experienced, and owners. The firm provides financial planning, investment consulting, tax planning, asset protection, estate planning, charitable giving support and more.


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about the author: John Chapman

JohnChapman640x640John Chapman CFP® understands wealth management is as much about the relationships as it is about the numbers. Strategy, experience and knowledge allow him to create the financial solutions to catapult his clients toward their goals. With WorthPointe’s sophisticated technology at his fingertips, John loves helping families and businesses organize their finances and secure peace of mind surrounding their wealth.

He prioritizes his clients’ values and takes the time to listen to their unique stories. Together, they articulate a clear vision and map out a financial plan to support it. Innately fascinated by the financial markets and global economies, John has a healthy obsession for tracking market trends and formulating projections to better inform his clients about the future ahead. Proud of his CERTIFIED FINANCIAL PLANNER™ certification, John holds himself and his practice to the highest ethical standards and client commitment.

Learn more and/or contact John

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