John Chapman joined WorthPointe in 2018, to bring our presence to Orange County. Since then, his entrepreneurial drive has helped us expand our reach throughout the region. Initially attracted to our company culture and tailored investment approach, John found a home with us.
Noting his commitment to our shared vision, we are happy to welcome John as a partner at WorthPointe.
John came to us with a solid foundation on which he has built his career. He started his career at Merrill Lynch learning the basics and then received broad exposure to financial planning and investments at Fidelity. After rising to VP Financial Consultant at Fidelity, he found WorthPointe. With a mutual desire to develop long-term and impactful relationships with our clients, our partnership was bound for success.
A family man, husband, and father of three, John is poised to help families in Orange County navigate complicated financial situations and create stable financial futures. As a valued member of the WorthPointe team, we look forward to great things to come.
Get to know more about John in his own words.
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Other articles filed under LA/OC CFP Team Posts
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April 7, 2021 - If your parents are over age 75, it might be time for you to provide some assistance to them. Yes, this is tough. Nothing in life has properly prepared you to address the issue of what kind of help you...
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Should You Consider A Backdoor Roth Conversion?
March 29, 2021 - A recent episode of The John Chapman Show featured a conversation with fellow WorthPointe advisor Matt Addington, CFP® about backdoor Roth conversions — a follow up to a previous episode where the pair talked about Roth conversions in general. During...
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Educate Yourself On Senior Housing Options for Your Loved Ones
March 15, 2021 - WorthPointe advisor John Chapman talked with Senior Care Authority founder Frank Samson about finding the best option for senior housing and care on the latest episode of The John Chapman Show. In addition to stressing the importance of being educated...
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Proactive Estate Planning
February 18, 2021 - No one likes to talk about their own death, so estate planning is something often put off—or not done at all—with unfortunate consequences. WorthPointe advisor John Chapman talks with estate planning attorney Darlynn Morgan about why it’s so important to...
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Presidential Elections and Investing
November 2, 2020 - With the 2020 election just around the corner, many people may be wondering how the stock market might react and if they should be reviewing their investments leading up to November 3. Understanding that, WorthPointe advisor John Chapman dedicated a...
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