John Chapman
CFP®, CKA®
WorthPointe Financial Planners
Partner & Financial Planner
John Chapman
CFP®, CKA®
WorthPointe Financial Planners
Partner & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Chapman, CFP®, CKA®
Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country
John Chapman is a Newport Beach, CA fee-only financial planner. WorthPointe Financial Planners provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Chapman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
His emphasis on building lasting relationships with his clients is a big part of what brought John to WorthPointe. Drawn to WorthPointe’s family-style culture, he recognized WorthPointe isn’t a traditional Wall Street financial firm. Rather than talking down to clients, John is eager to work alongside them and be a part of their stories.
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.
John Chapman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
WHY WORK WITH A BOUTIQUE FIRM?
We are not tied down or distracted by product and portfolio options that may not benefit you. Instead, your WorthPointe financial advisor is able to focus on you — to create a custom solution uniquely designed to fit your needs. As life continues to shift and grow, you receive valued financial advice to help prepare for the milestones ahead and sidestep financial blunders. Our WorthPointe 360 dashboard allows you to take your financial peace of mind wherever you go. All investments, accounts, insurance profiles, credit cards, important documents — the list goes on — are readily accessible 24/7 around the globe. Meanwhile, we proactively coach and monitor you as you move toward your goals.
OUR INVESTMENT PHILOSOPHY
Our intention is to provide our clients with diversified, cost-efficient and tax-aware investments. Because we are a NAPFA-certified, fee-only financial advising firm, we are not paid to sell products that may not be the best fit for your investment plan. We believe the returns on your investments should be risk-assessed and evaluated based on your individual risk tolerance. At the end of the day, you should feel confident that your wealth is working for you.
OUR COMMUNITY PLEDGE
We are proud to have a client-driven giving strategy that has allowed us to team up with several charitable organizations that are dear to both the hearts of our clients and our own. For several years, we’ve used this team approach in support of the Ronald McDonald House Charities of San Diego and Austin, the Center for Child Protection in Austin, Susan G. Komen, and the Old Bills Foundation in Jackson. We are also proud to have been brought in by a client to support two organizations where she’s an active member: the Mission Bay Women’s Club and Honor Flight Network. It’s that kind of dedication that inspires our own community involvement. Beyond our contributions as a company, we enjoy working with our clients to bridge meaningful relationships with charitable organizations to find the best fit for your donations.
LEADING BY EXAMPLE
WorthPointe employs a number of CERTIFIED FINANCIAL PLANNER™ professionals who have earned the ability to say they have the experience and knowledge to put their clients’ best interests first. We take the time to invest in our team by expanding on our tools and knowledge to ensure our clients benefit from the most cutting-edge technology and information available. Outside of the office, we emphatically welcome the opportunity to educate or comment on industry-best practices and market trends. Our team leaders and advisors have been invited to speak at conferences and have been interviewed on several industry topics by notable publications. Our goal is to raise the bar for ourselves as well as for our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
John Chapman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
John Chapman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
John Chapman is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact John Chapman
Office Locations:
-
895 Dove St
Newport Beach, CA 92660
