Rob Chapman Email & Phone Number
Founder and Financial Planner
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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 @
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.
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