John Chapman, CFP®, CKA®

John is a Partner, Senior Wealth Advisor based in the Beacon Pointe Newport Beach, CA office. He has over 15 years of experience helping corporate executives, business owners, and their families navigate complex financial lives.

 He helps clients bring organization and clarity to their finances, from managing investments and cash flow to reviewing tax, estate, and insurance strategies. The goal is to help clients understand where they stand and what steps they need to take toward financial independence, providing peace of mind along the way.

Prior to joining Beacon Pointe through an acquisition in 2026, John served as a Partner and Financial Advisor at WorthPointe for eight years. Earlier in his career, he worked at Fidelity Investments and Merrill Lynch, giving him experience across several areas of the wealth management industry.

John is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Kingdom Advisor® (CKA®) designation, which reflects a Christian perspective on financial stewardship and money management.

Outside of work, John serves on the Board of Trustees at Harbor Day School, a private K–8 school he attended as a child and where his three children now attend. He and his wife, Brittany, are active at Grace Fellowship Church in Costa Mesa and enjoy spending weekends with their family, often at the beach. John is also an avid runner and endurance athlete and enjoys training for marathons and triathlons.