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Coffee Break with John Chapman

October 2, 2018 - 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...
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Join us in welcoming John Chapman to WorthPointe!

September 17, 2018 - 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...
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Orange County has a New Financial Planning Leader

September 14, 2018 - 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...
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3 Tips for Choosing Your Financial Planner

May 15, 2018 - 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...
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AdvisoryHQ’s 2018 ran​​king ​​o​​f the​​ “Top 10 Best Financial Advisors in Austin, TX

April 23, 2018 - 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...
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