Cameron Chapman, CPFA

Branch Operations, WealthPlan Financial Group

Financial Advisor, Cambridge Investment Research, Inc.

Cameron Chapman graduated in 2022 with a B.S. in Business Administration with a concentration in Finance at the Belk School of Business at UNC Charlotte. Cameron obtained his CPFA Designation, Certified Plan Fiduciary Advisor. He holds FINRA Securities Registration Series 7 and 66. As a Financial Advisor, Cameron is fortunate to work with business owners and families to preserve and create wealth on a tax advantaged basis. Cameron works in a dual capacity and also serves as branch operations for WealthPlan Financial Group. At WealthPlan, we provide superior value to the entrepreneurial financial Advisor who is looking for the freedom of independence and choice. It is our daily mission to Collaborate, Facilitate, and Serve.

Cameron was born and raised in Charlotte, North Carolina. He graduated from Ardrey Kell Highschool in 2018. Throughout his years, he developed a passion for golf and enjoys fellowship and spending time with peers on the course.

While attending UNC Charlotte, he was a part of the SAE Risk Management Committee and held a position as one of their Philanthropy chairs. While holding this position, he worked with St. Baldricks and the Children’s Miracle network to raise funds and support children in need.

As a Financial Advisor, Cameron implements goal-oriented strategies by providing expert guidance, personalized advice, and ongoing support to help each client achieve their financial goals. This is done by offering personalized financial planning, investment management, tax optimization, risk management/ insurance, estate planning, and comprehensive financial education. “I help people take control of their finances-whether it’s saving for the future, investing wisely, or making sure they’re on track for retirement. I take the guesswork out of money decisions so they can focus on what matters most to them”.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

Email

OSJ@wealthplanfinancial.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV & WY.

Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated.

The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

Cameron Chapman, CPFA