John Chapman, CFP®, CKA®

My clients come to me because they have questions about whether they’re on track with their money, how to best manage their equity compensation,  and how they can be the best steward of their resources. What I enjoy most is listening to their situation — learning about their career and family, and specifically what it took to get to where they are. Knowing their background and unique story helps to paint a picture of what’s important to them, what areas they may need help with, and how we can work together to achieve their goals. 

As a CERTIFIED FINANCIAL PLANNER™ professional at WorthPointe, I work as a fiduciary and provide a range of financial services: investment management, as well as in-depth retirement, tax, estate, and charitable planning. While we don’t give tax or legal advice, within the firm, we have a vast array of expertise, something that allows us to work collaboratively — and our unique process of partnering with local tax advisors and attorneys ensures our clients have a strong, cohesive professional team. My clients also benefit from our use of sophisticated technology, our partnership with well known investment managers and the fact that our firm’s infrastructure is supported by custodians like Charles Schwab & Co., Inc.

When I’m not in the office, you’ll probably find me spending time with my wife, Brittany, and our three kids, Emma, Olivia, and Henry. We enjoy being active and spending our weekends at the beach or on a long bike ride. My wife and I are active at our church, Grace Fellowship of Costa Mesa, and I’m a committee member at Free Wheelchair Mission, an organization that gives the gift of mobility to those in need in developing countries.