500 N State College Blvd.
Orange, CA 92868
Kyle Chapman is a Financial Advisor that focuses on financial planning for physicians and dentists in California. He understands how difficult it is to maintain a full-time practice of attending to their patients, as well as managing their finances. Kyle helps relieve the stress of making difficult financial decisions by educating his clients on the best solutions that are available to them. He specializes in wealth accumulation, retirement distribution, asset protection and tax savings strategies. He prides himself on implementing comprehensive financial plans while providing a high-level of service to all of his clients.
Kyle has always had a passion for the world of finance. He graduated with a bachelor’s in business finance from California State University, Fullerton and currently holds his series 6, 63, 66 and 7 registrations as well as his CA Life/Health License. Having been a financial advisor for a few years now, he couldn’t see himself doing anything else. One of the most gratifying things about his profession is helping make a positive impact in his clients’ lives by planning to reach their goals.
Kyle resides in Huntington Beach, California with his girlfriend Crissy. When he is not attending to his clients, Kyle and his girlfriend enjoy exercising, cooking, watching sports and doing spontaneous activities. Kyle enjoys living a healthy and active lifestyle.
Check the background of this investment professional on FINRA’s BrokerCheck