May
08

Are You Too Paralyzed to Plan?

posted on May 8th 2019 in LA/OC CFP Team Posts with 0 Comments

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 even bigger topics, like retirement planning, it can feel so daunting they choose to never […]

Read Article
Oct
02

Coffee Break with John Chapman

posted on October 2nd 2018 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments

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 and serve a wealth of new clientele. Keep reading to get to know John and […]

Read Article
Sep
17

Join us in welcoming John Chapman to WorthPointe!

posted on September 17th 2018 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments

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 people, he joined WorthPointe with the mission to bring better tools and genuine care to […]

Read Article