(800) 689-4851
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John Chapman
13540 Northgate Estates Dr, 100
Colorado Springs, CO 80921
Profession:
Financial, Insurance, Other
Workshops Offered:
College Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, I.D. Theft, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Social Security Explained
About Me:
In 2007, John Chapman founded CPCS (Chapman Private Client Services), a full-service firm catering to the wealth management, college prep and financing, and retirement planning needs of pre-retired and retired clients through our custom financial planning process.

Through a unique consultative and educational approach, John helps clients efficiently address retirement, college planning and funding, stock market volatility, rising taxes, chronic illness and long term care, and much more.

His credentials include being an Investment Advisor Representative (Series 65) with Brookstone Capital Management utilizing TD Ameritrade as the custodian of assets. He is also life/health insurance licensed. He graduated with a Bachelor of Arts in Business Economics from the University of California in Santa Barbara in 1989.

Chapman married the love of his life and best friend, Jeanne, in 1999. They reside in Black Forest, Colorado.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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