At the Chapman Financial Group, service is paramount. Our clients demand value and we work hard to exceed their every expectation, going far beyond what is normally anticipated from a financial advisor.

Prospective clients are typically referred to us from existing clients, attorneys and certified public accountants in our community. We always conduct a no-cost preliminary interview to get to know your needs and to outline our services and business practices. We work on both a fee for service and a consulting basis depending upon the individual client's needs.

In addressing our client's concerns, we focus exclusively on meeting their needs with customized financial strategies through (ZEI). To better apply our expertise, we've structured our company into four inter-linked divisions:

  • Chapman Business Advisory Services
  • Zenith Enterprises, Inc.(ZEI) California registered investment advisor
  • Chapman Securities Services
  • Chapman Insurance Services

When you engage our services, we explore the complete range of emotional and financial issues to ensure a thorough understanding of your goals and objectives. Then, we help you sort through the complicated maze of financial opportunities and solutions to create a semblance of order and to turn your hopes and dreams into hard and fast realities.

We have a relationship with ValMark Securities, Inc. FINRA & SIPC offering a complete range of investment products, to help meet your investment needs.

The Chapman Financial Group offers you a level of flexibility, professionalism and strength practically unmatched in the financial services industry.
 
 


3868 State Street, Second Floor · Santa Barbara, CA 93105
Phone 805-682-5578 · Fax 805-569-5582
 

The representatives of Chapman Financial Group (CFG) are licensed to do business in AZ and CA (Lic. #0D11445, 0381549 ) for Insurance and AR, AZ, CA, CO, FL, HI, IA, ID, KS, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, TX, VA, VT, WA, WI and WV for a securities business. Fee-Based Planning offered through Zenith Enterprises, Inc, a state of CA Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drv, Ste 300 Akron, OH 44333; 800-765-5201 www.FINRA.org Chapman Financial Group, Chapman Business Advisory Services, Zenith Enterprises, Inc. and Chapman Insurance Services are separate entities from ValMark Advisers, Inc. and ValMark Securities, Inc.

Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as (insurance professionals, financial planner, investment advisor securities broker.)