Chris L. Chaplin

Financial Advisor
Life and Long-Term Care Insurance Agent

When trying to secure your financial future, you can read everything out there and become an expert or bring in someone who has done the work and can help. I’ve done the work and I can help you out in financial planning, protecting those things you can’t afford to lose, and managing your investments. I’m an independent financial advisor and fiduciary, which means I’m required to put your best interests ahead of mine in making recommendations – a responsibility I take very seriously.

Before I started in the financial industry, I worked for Chevron in engineering and business management positions in the US, Vietnam, and Kazakhstan. Thanks to careful planning and applying my logical, process-based thinking, I was able to retire after 23 years. Now I want to help others reach their financial goals using the same skills. It might not be a construction drawing for a refinery, but the development and updating of your financial plan can really benefit from the same logical, risk-based approach to land on what’s best for you.

I can provide advice, regardless of your family status, where you are in your career, and your level of comfort in financial matters. My recommendations can include conventional solutions like stocks, bonds, and mutual funds as well as alternative investments like direct participation programs and real estate investment trusts. My preference is to keep solutions for my clients as simple and straightforward as possible. It’s important to me that you are comfortable with your overall plan and investment strategies, so I take the time to help you understand the benefits and risks of all the options.

Lastly, I’m a cinema-loving, baseball fan and dad who is not afraid to make you work for your points on the tennis court or show you a thing or two about ballroom dancing.

I look forward to helping you build wealth, manage risk, and reach your investment and retirement goals!