Stephen Chappell,Msfs,Cfs Email & Phone Number

Stephen Chappell has over 30 years experience in the financial planning industry.His vision and problem-solving ability have earned him the respect of his clients, a steady stream of referrals, and the envy of his peers " I love helping my clients succeed , " He says, in their lives, in their businesses, and in thier retirement lifetstyles." Stephen provides his clients with independent, unbiased, financial advice. His strategies are founded on the principle that planning is the essential element to achieve your financial goals.. Stephen is totally committed to providing only the highest quality service and products to serve his clients best interest. Stephen has taught financial strategy classes for CPAs and attorneys for their continuing education credits. He has also conducted workshops for the public, hospitals, local physicians offices, government agencies, churches and various companies including, IBM, Abbott Laboratories, E.I duponte de Nemours & Company, Progress Energy, Exide Electronics, Pfizer, Goodyear, Ford, UPS, Honda, Occidental Chemical, Stallings Oil company, City of Wilmington., etc. He has been quoted in numerous newspaper and has appeared on CBS discussing retirement planning and on asset allocation of investments, and publishes his own monthly newsletter "The Chappell Report-Your Money Management Newsletter." Also he is the author of "The Educated Investor" book that was published in 2002 a financial book on "Financial Planning".He's a frequent guest speaker at Rotary, Lions Club, Kiwanis, Local realty associations and churches. One of his community projects was teaching "Crown Ministry" A Twelve week course of teaching christian financial management God's Way. Active as a fund raiser for the Boy Scouts of America, local arts, cancer and his church. Stephen completed his first marathon at Disney World and became a Ironman in 2012. Specialties: Investment and Retirement Planning

Listed skills include Retirement Planning, Investments, Asset Allocation, Estate Planning, and 6 others.