Cfp® John Chapman

John Chapman, CFP®, CKA®, is a dedicated Wealth Manager at WorthPointe Wealth Management, where he focuses on providing financial peace of mind to clients through a comprehensive wealth management formula.

With a background in Communications from the University of Washington, John has built a successful career in the financial industry, holding various roles at reputable organizations such as Fidelity Investments and Merrill Lynch.

At WorthPointe, John specializes in goals based financial planning, investment management, and advanced planning encompassing tax, estate, insurance, and charitable planning, ensuring that clients receive the highest level of fiduciary advice tailored to their individual situations.

His experience as a Vice President Financial Consultant, Financial Consultant, Investments Representative, and Financial Representative at Fidelity Investments, along with his role as a Financial Advisor in Global Wealth Management at Merrill Lynch, has equipped him with a diverse skill set and deep understanding of the financial landscape.

John Chapman's commitment to helping clients navigate major life events and plan for the future underscores his dedication to delivering personalized financial solutions that align with each client's unique goals and aspirations.