Robert Chapman

CPA, PFS, CMA
Retirement, Investing, Lifestage Based Planning
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“With over 24 years of experience in the financial services industry, Robert H. Chapman, CPA, PFS, CMA, is committed to helping his clients pursue their financial goals.”
Firm:

Compass Wealth, LLC

Job Title:

Investment Advisor Representative

Biography:

Robert H. Chapman, CPA, PFS, CMA is an Investment Advisor Representative at Cetera Investment Advisors, LLC.  He specializes in total wealth strategies for business owners and individuals. Rob’s credentials as a CPA/PFS (Personal Financial Specialist) allow him to offer clients specialized financial planning, tax strategies and planning, estate planning, retirement planning, investment management and risk management.

Robert and his colleagues at Compass Wealth are committed to maintaining the highest standards of integrity and professionalism in their relationship with clients. They strive to know and understand not only their client's financial situation, but who they are as a person as well. Robert and his firm can provide clients with very focused, quality information, as well as appropriate advice to help them reach their goals. Utilizing a team approach, Compass Wealth coordinates the areas of investment management, budgeting and cash flow, risk management, tax planning, retirement planning, estate planning, and college funding. Being an independent financial adviser means the firm places their clients' interests, needs and desires above that of the office.  Independence is vital to servicing their clients.

Robert holds a B.S. in Business Administration from the University of Vermont, specializing in accounting. He earned a CPA certificate in New York and the Personal Financial Specialist (PFS) designation offered by the AICPA. Rob has been a Paladin Honor Roll Advisor with the Paladin Registry for twelve consecutive years, beginning in 2004.

In addition, he has been a Top Representative with Cetera Financial Services for eleven consecutive years, beginning in 2005. In 2011, Rob was named a Money Doctor with the American Institute of Certified Public Accountants (AICPA, where he frequently responds to questions posted online from consumers regarding their financial planning issues).

Education:

BS, Business Administration, University of Vermont

CRD Number:

4011294

Disclaimer:

Registered Representative, Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment Adviser Representative, Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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