John Chapman, CFP®, CKA®
John Chapman, CFP®, CKA®PARTNER, FINANCIAL PLANNER
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 Constitution Wealth, 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, 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 and our partnership with well-known investment managers.
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.
CONSTITUTION WEALTH WILL HELPYOU INVEST IN YOUR VALUES
We give you the ability to invest in projects that align with your core values and the freedom to give to causes that you are passionate about. We want to empower you to make financial decisions based on your patriotic values through an intimate relationship built on mutual core beliefs. You reap the financial benefits for years to come when you decide to invest in your values.
You will maximize your financial gain and you won’t be ashamed about how you did it. At Constitution Wealth, we pride ourselves on helping you align your money with your values. You can invest in companies that support the same
causes you do. You don’t have to work with a wealth management team that is fundamentally misaligned with your value system!
Right now, your financial investments could be creating capital for values that you do not agree with. We want to give you the resources and guidance you need to start investing in your passions and beliefs. You have the ability to start creating political and economic change once you align your values with your financial portfolio. We don’t avoid talking about beliefs, we encourage it and want to foster your passions through wealth management.
