Rob Chapman Email & Phone Number
Founder and Financial Planner
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Rob Chapman Location
- New York, United States
Rob Chapman Work
- Founder and Financial Planner @ Compass Wealth, LLC (April 2010 - Present)
- President @ Chapman & Co., P.C. and New York Payroll Relief Corporation (September 1998 - Present)
- Investment Adviser @ Cetera Financial Advisers (February 2000 - Present)
- Financial Adviser @ Cetera Financial Specialists (August 1999 - Present)
- CPA @ Regional Accounting Firm (January 1994 - January 1998)
- CPA @ (January 1992 - January 1993)
Rob Chapman Education
- University of Vermont
B.S. (Business Administration)
1988-1992
Rob Chapman Skills
- LLC
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Securities
- Accounting
- Wealth
- Investment Advisory
- Wealth Management
- Asset Managment
- Portfolio Management
- Financial Planners
- Financial Advisory
- Wealth Management Services
- Financial Services
- Financial Analysis
- Finance
- Investments
- Investment Management
- Tax
- Risk Management
- FINRA
- Personal Finance
- Asset Allocation
- Mutual Funds
- Retirement
- Series 7
- Asset Management
- Financial Planning
- Trading
- Iras
- Compass
- Relief
- Road
- Payroll
Rob Chapman Summary
- Rob Chapman, based in New York, United States, is currently a Founder and Financial Planner at Compass Wealth, LLC. Rob Chapman brings experience from previous roles at Chapman & Co., P.C. and New York Payroll Relief Corporation, Cetera Financial Advisers, Cetera Financial Specialists and Regional Accounting Firm. Rob Chapman holds a 1988 - 1992 B.S. in Business Administration @ University of Vermont. With a robust skill set that includes LLC, Retirement Planning, Strategic Financial Planning, Estate Planning, Securities and more. Rob Chapman has 1 emails on RocketReach.
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