Janice Chapman
Clarksville,Tennessee
Summary
Intellectually curious and solution-focused Certified Financial Planner (CFP) seeking a supportive role with Advisors of high-net worth clients, preferably working remotely. Internally motivated to provide innovative planning solutions and resources. Trusted and respected professional with excellent communication skills. Leverage extensive and varied experience as a CFP for the benefit of clients. Assist in determining long-term objectives and the necessary steps to achieve those goals. Recognize and respect the uniqueness of each client's goals, needs, and circumstances. Comfortable with high-net worth individuals and skilled at establishing rapport. Design unique strategies with a holistic approach to maximize clients' financial performance in the achievement of their goals. Known for delivering exemplary service that exceeds expectations, based on trust and respect.
Overview
1
1
Certification
Work History
Financial Counselor
U.S. Army
- Recipient of many Certificates of Appreciation from Brigade leadership, as well as many 'Challenge Coins' common in the military
- Embedded in a Brigade and reported to Brigade leadership
- Contractor for a program structured by the Office of Financial Readiness, Dept
- Of Defense
- Solution focused financial counseling including money management (budget, credit, debts), financial planning, military benefits, transition planning, retirement, tax and estate planning
- Highly sought out expert in security clearance case preparation for review by Adjudicators.
Founder and CEO
Security Clearance Advocates
- Expert in consumer advocacy issues, seeking truth and fairness.
Founder and CEO
Positive Financial Advisors, Inc.
- Comprehensive financial and estate planning for high-net-worth individuals
- Creative solutions to complex financial issues
- Trusted advisor to long-term clients.
Education
Interdisciplinary Studies
Charter Oak State College
New Britain, CT2000
Skills
- Insurance Verification
- Relationships and rapport
- Cash Flow Management
- Patient Counseling
- Financial Counseling
- Budget Planning
- Professional relationship building
- Insurance Planning
Accomplishments
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Achieved [Result] through effectively helping with [Task].
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved [Result] by introducing [Software] for [Type] tasks.
- Documented and resolved [Issue] which led to [Results].
Certification
- Life insurance (1986-2009)
- Disability insurance (1986-2009)
- Long-term care insurance (1986-2009)
- Securities licensed with FINRA (Series 7, 63 from 1986 to 2009)
Professionalrecognitions
- Top of the Table within MDRT twice
- Numerous other professional recognitions
Complianceexperience
Extensive compliance experience with government regulations, military regulations, FINRA, insurance industry, broker/dealer and RIA.
Cfpstatus
continuously in good standing, no, #20983 1987-PR
Mediainterviews
- Bloomberg TV (12 times)
- NPR
- Financial Planning magazine
- Ticker
- New York Times
- Financial Times
- Bottom Line
- Donna Karan
Personal Information
Title: CFP
References
- Ann Marsh, Financial Planning Magazine, May 2015, Could Financial Planners Help Stem Military Suicides
- Financial Planning Magazine, 2014, Pro Bono Runner-Up CFP of the Year
Additional Information
Solution focused financial counselor
Timeline
Financial Counselor
U.S. Army
Founder and CEO
Security Clearance Advocates
Founder and CEO
Positive Financial Advisors, Inc.
Interdisciplinary Studies
Charter Oak State College