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 the Walnut Street Securities, Inc. member NASD & 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/or 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. Securities offered through Registered Representatives of Walnut Street Securities, Inc. (WSS), Member NASD & SIPC. CFG and its divisions are not subsidiaries or affiliates of WSS. This communication may not be construed as a solicitation to buy or sell any security. Investment in any security involves risk, including the possible loss of principal. Offer of services under this announcement is exclusively and strictly limited to legal residents of the states listed above.