Orange County has a New Financial Planning Leader

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 […]

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Beverly Hills Physicians Turn To Fee-Only Fiduciary For Advice

posted on April 2nd 2017 in Austin CFP Team Posts with 0 Comments

Top 5 Financial Tips for Doctors

Top 5 Financial Tips For Doctors From Morgan H. Smith Jr. IMBA CFP® Beverly Hills, known for its excellence in products and services, attracts an incredible number of talented physicians from the best medical institutions in the country. Establishing a business in Beverly Hills can provide for exceptional opportunities. Unfortunately, many physicians are preyed on […]

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Why I Sleep Soundly (And You Can, Too)

posted on October 25th 2016 in LA/OC CFP Team Posts with 0 Comments

What I Sell I sell brainpower. That’s it. Clients bring me all kinds of questions, and I seek out answers. Clients ask, “Can I afford a bigger house? Can I afford the house I’m in? Should I invest in this startup? What can we do about college expenses, or dad’s nursing home, or health insurance?” […]

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