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Name
Brandon Chapman
Title
Founder, Advisor Flow & Certified Financial Planner at Freedom 55 Financial
Bio
I leverage intuitive technology to provide financial planning services to business owners and professionals. I also have developed a FinTech tool to support onboarding for my own clients as well as for other Financial Advisors.
As a fiduciary independent Financial Advisor I am a long term partner to my client's success, a CFO to their household, an educator and a coach. If you know focusing energy on your business and family is time better spent than trying to manage all aspects of life on your own, send me a message as I'd love to evaluate a relationship together.
In my spare time I volunteer as President of the SFU Alumni Association and Chair of the Advocis Technology Task Force. I am passionate about helping those I impact leverage technology and financial literacy to live a better life.
Specialties: Employee Group Benefits Planning, Executive Compensation, Personal Financial Planning, Wealth Management, Investment Advice, Tax Strategies, Asset Protection, Life Insurance, Segregated Funds, Buy Sell Agreements, Key Person Insurance, Income Protection, Corporate Asset Transfers
As a fiduciary independent Financial Advisor I am a long term partner to my client's success, a CFO to their household, an educator and a coach. If you know focusing energy on your business and family is time better spent than trying to manage all aspects of life on your own, send me a message as I'd love to evaluate a relationship together.
In my spare time I volunteer as President of the SFU Alumni Association and Chair of the Advocis Technology Task Force. I am passionate about helping those I impact leverage technology and financial literacy to live a better life.
Specialties: Employee Group Benefits Planning, Executive Compensation, Personal Financial Planning, Wealth Management, Investment Advice, Tax Strategies, Asset Protection, Life Insurance, Segregated Funds, Buy Sell Agreements, Key Person Insurance, Income Protection, Corporate Asset Transfers
Contact
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https://www.linkedin.com/in/brandonchapmancfp/?originalSubdomain=ca
