In 2007, John Chapman founded CPCS, a full-service firm catering to the wealth management and retirement planning needs of pre-retired and retired clients through a custom financial planning process.
John handles a wide range of client current and future needs. He is an Investment Adviser Representative, with investment advisory services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Adviser. He maintains the Series 65 Investment Advisor Representative license, which requires acting in a fiduciary capacity for his investment management clients – always acting in their best interests.
With an educational approach, using sophisticated financial software, he reviews the client’s Personal Economic Model (PEM) to evaluate and explain how their income, expenses, tax exposures, market risk, assets, liabilities, inflation, Social Security, pensions, and lifestyle can affect their financial goals such as retirement planning. Recommendations are then formulated and modeled to demonstrate if and how their financial goals may be better accomplished.
John is a proud member of the Elite Power of Zero Advisor Group. Can you imagine a zero tax retirement? For most, regardless of net worth, this can become a reality with proper planning. John is also a member of SOFA (The Society for Financial Awareness) – a 501(c)(3) non profit public benefit corporation whose mission is to provide financial education across America, one community at a time.
He began his college studies at the University of California, Santa Barbara where he graduated with honors with a Bachelor of Arts in business economics. He married the love of his life and best friend, Jeanne, in 1999.
CA Department of Insurance License 0I16638
FINRA CRD#6080596
