Stephen Chappell,MSFS,CFS
College for Financial Planning
Tell me more about Stephen Chappell,MSFS,CFS?
Stephen Chappell, MSFS,CFS is a highly experienced financial planner with over 30 years of experience in the industry. He is known for his vision and problem-solving abilities, which have earned him the respect of his clients and a steady stream of referrals. Stephen provides independent and unbiased financial advice to his clients, offering them with comprehensive financial advice. He has taught financial strategy classes, conducted workshops, and published numerous financial books. Stephen is also a respected speaker and has a passion for helping his clients succeed in their lives and businesses.
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About
Stephen Chappell has over 30 years experience in the financial planning industry.His vision and problem-solving ability have earned him the respect of his clients, a steady stream of referrals, and the envy of his peers " I love helping my clients succeed , " He says, in their lives, in their businesses, and in thier retirement lifetstyles." Stephen provides his clients with independent, unbiased, financial advice. His strategies are founded on the principle that planning is the essential element to achieve your financial goals.. Stephen is totally committed to providing only the highest quality service and products to serve his clients best interest. Stephen has taught financial strategy classes for CPAs and attorneys for their continuing education credits. He has also conducted workshops for the public, hospitals, local physicians offices, government agencies, churches and various companies including, IBM, Abbott Laboratories, E.I duponte de Nemours & Company, Progress Energy, Exide Electronics, Pfizer, Goodyear, Ford, UPS, Honda, Occidental Chemical, Stallings Oil company, City of Wilmington., etc. He has been quoted in numerous newspaper and has appeared on CBS discussing retirement planning and on asset allocation of investments, and publishes his own monthly newsletter "The Chappell Report-Your Money Management Newsletter." Also he is the author of "The Educated Investor" book that was published in 2002 a financial book on "Financial Planning".He's a frequent guest speaker at Rotary, Lions Club, Kiwanis, Local realty associations and churches. One of his community projects was teaching "Crown Ministry" A Twelve week course of teaching christian financial management God's Way. Active as a fund raiser for the Boy Scouts of America, local arts, cancer and his church. Stephen completed his first marathon at Disney World and became a Ironman in 2012. Specialties: Investment and Retirement Planning
...See MoreWork Experience
Financial Advisor
Financial Advisor
Financial Services
Stephen Chappell,MSFS,CFS's Professional Milestones
- Financial Advisor (1995-01-01~): Provided expert financial advice that led to sustainable growth and improved profitability.
- Financial Advisor (1990-01-01~1995-01-01): Provided strategic financial guidance, optimizing company's investments and maximizing returns.
Education
Financial Planning,
Investments
2000-2002Skill
Retirement Planning
Investments
Asset Allocation
Estate Planning
Financial Advisory
Financial Planning
Mutual Funds
Finance
Financial Services
Customer Service
Certification
Colleagues
Gregory Matzelle
Managing Partner, TEN10WMG Accredited Wealth Management Advisor Branch Owner, Financial Advisor, RJFS
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
Lance Lowery
Owner
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Gary L. Zaugg, CFP® AEP® ChFC® CASL® RICP®
owner the zaugg financial group inc
Other Named Stephen Chappell,MSFS,CFS
Frequently asked questions
We found 3 Stephen Chappell,MSFS,CFS's email addresses
We found 6 Stephen Chappell,MSFS,CFS's phone numbers
Stephen Chappell,MSFS,CFS works for Raymond James
Stephen Chappell,MSFS,CFS's role in Raymond James is Financial Advisor
Stephen Chappell,MSFS,CFS works in the industry of Financial Services
Stephen Chappell,MSFS,CFS's colleagues are Gregory Matzelle,Brett Sanner,Lance Lowery
Stephen Chappell,MSFS,CFS's latest job experience is Financial Advisor at Raymond James
Stephen Chappell,MSFS,CFS's latest education in College for Financial Planning