John Chapman (CFP®)

John Chapman focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Comprehensive wealth management: goals based planning, investment management, tax and estate planning, and charitable giving

Additional Information

John Chapman 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.

Graduating in 2011 from the University of Washington with a bachelor’s in communications, John discovered his passion for wealth management during his internship at Merrill Lynch. From there, he was set on a path to become an investment advisor with Fidelity Investments, earning his role as Vice President Financial Consultant within six years. John and his wife, Brittany, raise their two girls and son in Orange County and together are involved in their community through the Grace Fellowship Church in Costa Mesa. They feel blessed to have extended family close to them in Newport Beach. John and his family take advantage of the California lifestyle every chance they get by being at the beach, surfing, or sailing.