Rob Chapman founded Compass Wealth in 2000 and has been proudly helping clients achieve their financial dreams since then. With over 30 years of experience in financial services, Rob specializes in financial, estate, retirement, tax strategies from Chapman & Co. P.C. and planning, investment management, and risk management through Compass Wealth, LLC.
He received his Bachelor of Science degree in Accounting from the University of Vermont and has since obtained CPA (Certified Public Accountant), PFS (Personal Financial Specialist), CMA (Certified Management Accountant) certifications. He is a member of NYSSCPA (PFP Committee) and AICPA (National CPA Financial Planning Panel).
When he’s not working with clients, Rob enjoys playing golf, tennis, spending time with his family, and being outdoors.
Rob chose tax and financial advisory services as his focus because he recognized the need for holistic, comprehensive planning/advisory services for the investor wanting integration between tax, investment management, and financial planning.