James M. Chapman CFP® is a University of Arizona graduate; holding a Bachelor of Science in Business Administration. He received his CERTIFIED FINANCIAL PLANNER ™ professional designation in 1984.

Mr. Chapman established Chapman Financial Group in 1969 and continues to work in the Financial Services Industry. His industry service includes:
President of The Santa Barbara Association of Insurance and Financial Advisors; Divisional Vice President/Management Council of The Premier Association of Financial Professionals®, The Million Dollar Round Table; Trustee of The California Association of Insurance and Financial Advisors. Mr. Chapman is a member of The Association for Advanced Life Underwriting and one of a few *CERTIFIED FINANCIAL PLANNER™ professionals accepted for membership in The Santa Barbara Estate Planning Council.

Mr. Chapman holds a California College Teaching Credential in Banking, Finance and Insurance. Mr. Chapman’s past civic involvement includes such organizations as The Santa Barbara Arthritis Association; The Child Abuse Listening Mediation, Inc {CALM} and The Devereux California Advisory Board. In his free time Jim enjoys family, hiking, La Cumbre Fitness Center and playing golf. He is Member/PAST President of La Cumbre Country Club.
   
 
 

 

 

John J. Demboski PFP, CFP® is a University of California Santa Barbara Graduate.
He majored in Business Economics, and was a member of the Phi Theta Kappa International Honors Society. Mr. Demboski is a CERTIFIED FINANCIAL PLANNER ™ certificant, and received his “Professional Financial Planner” designation from the
University of California, Santa Barbara.

Mr. Demboski is actively engaged in the Financial Services Industry, serving as a
Board Member for the Santa Barbara Association of Insurance and Financial Advisors.
He is a member of The Premier Association of Financial Professionals®,
The Million Dollar Round Table; and is one of a limited number of
*CERTIFIED FINANCIAL PLANNER™ practitioner’s accepted for membership within the Santa Barbara Estate Planning Council.

These organizations keep John on the cutting edge of financial strategies/solutions while helping his clients accumulate, protect and distribute wealth. John enjoys spending time with his wife and children, mountain biking, surfing and playing golf.

 
   

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.)

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.