Craig E Chapman

CFP

Director - Investments
Financial Advisor

Phone: (480) 596-1512

Toll Free: (800) 253-6825

Fax: (480) 596-9290

The Pinnacle
14636 N Scottsdale Road
Suite 175
Scottsdale, AZ 85254

Craig E Chapman is licensed in the following state(s)*:
AZ, CA, CT, FL, IA, NC, PA, TX, WA

Check the background of this financial professional on FINRA's BrokerCheck

TAKE A PEEK:  My Current Newsletter:  May 2017

Thank you for taking the time to visit my web site.  If this is your first visit, please take a few moments to look around; you’ll find a lot of pertinent and useful information.  For clients, this is also an excellent launch point to access your account information.

 


My primary role as an Oppenheimer & Co. Inc. Financial Advisor is to build a professional relationship with you by listening to your objectives, expectations and concerns and crafting investment strategies designed to help you work towards achieving your financial goals. This strategy, adapted to your personal situation, will evolve over time as your life evolves and the financial markets change. In creating this strategy, I draw upon the resources of an investment boutique with a tradition dating from the early nineteenth century.

 

At the heart of that tradition and of my own business are integrity, hard work and personal service.  I have over sixteen years of experience offering investment advisory and wealth management services to a broad range of individuals, families and businesses.  Because I understand that no two individuals or businesses are alike, my service begins by understanding your circumstances, then assisting you to choose from an array of customized solutions that I consider suitable for your needs, and reassessing and rebalancing as circumstances warrant.

 

I invite you to take a moment to read my business story: Wealth Management – A Prudent Process. It explains who I am, what I do and how I work with my clients. More importantly, it describes how I differ from other financial advisors you may know.

Feel free to contact me so that we may speak about your financial future and the opportunities I might be able to provide.

 

OPPENHEIMER PRODUCTS & SERVICES:

  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services