Insurance Strategies, Investment Strategies (Reg. Reps Only)
Luke Chapman's passion for helping people, and his experience in making complex situations into simple and actionable solutions led him to become a CERTIFIED FINANCIAL PLANNER™ professional.
He is a proud Blue Hen having graduated from the University of Delaware with a B.A. in Economics and History. His financial services career began with J.P. Morgan Private Bank where he worked with clients owning a minimum net worth of $25MM. Having this background experience from before, during, and after the last major market crisis in 2008 led him to the path of seeking a personalized, disciplined and comprehensive approach to providing financial advice.
Luke began his independent practice in 2011 and shortly thereafter earned the professional designation of CFP®. In addition to working with individuals and families, Luke has a natural affinity for working with small and family-owned businesses. Growing up in an entrepreneurial family, he has a unique perspective and understanding of their needs and challenges. In 2016, he earned the additional designation of Certified Family Business Specialist.
Fundamentally, Luke believes what people need the most is reliability in honest and personalized advice. He works hard asking the right questions and spending extra time listening, guiding his clients through education to instill the confidence to move forward with plans fitting their specific situation.
Luke is an involved member of the community and has been an active member of several Boards and organizations over the years including Easterseals, Rotary, and served three terms as City Councilman on Newark City Council.
Outside of his work, Luke is committed to his family and enjoys spending time at the beach and in the mountains of Vermont.
Check the background of this investment professional on FINRA's BrokerCheck