Rob Chapman Email & Phone Number

Rob Chapman Email & Phone Number

Founder and Financial Planner @ Compass Wealth, LLC

Rob Chapman Location

New York, United States

Rob Chapman Work

  • 2010 - now  Founder and Financial Planner @ Compass Wealth, LLC
  • 1998 - now  President @ Chapman & Co., P.C. and New York Payroll Relief Corporation
  • 2000 - now  Investment Adviser @ Cetera Financial Advisers
  • 1999 - now  Financial Adviser @ Cetera Financial Specialists
  • 1994 - 1998 CPA @ Regional Accounting Firm
  • 1992 - 1993 CPA @ Bausch + Lomb

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

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.
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