Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc. - Seal Beach, California

Okay, here’s a comprehensive overview of Lisa Chapman, CFP, CIMA, CRPS – UBS Financial Services Inc., presented in a formal and helpful tone, suitable for someone seeking financial expertise:

Lisa Chapman, CFP, CIMA, CRPS – A Dedicated Financial Advisor

For individuals and families seeking a trustworthy and knowledgeable financial consultant, Lisa Chapman stands as a compelling choice. She operates within UBS Financial Services Inc., a globally recognized institution, and offers personalized financial planning services from her office located at 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740, United States. Her contact number is 5623439216, and you can learn more about her services and background on her UBS profile: advisors.ubs.com.

Lisa Chapman holds several prestigious certifications, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Retirement Planning Specialist (CRPS). These credentials demonstrate her commitment to ongoing professional development and a deep understanding of various financial planning disciplines. She specializes in helping clients achieve their financial goals, which can encompass retirement planning, investment management, estate planning, and risk management. Her expertise allows her to tailor solutions to individual circumstances and objectives.

Key Information & Accessibility

• Location: 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740
• Phone: 5623439216
• Website: advisors.ubs.com
• Specialties: Financial Consultant, Financial Planner

Accessibility is a priority for Ms. Chapman. Her office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can visit with ease. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to ensure dedicated time for personalized consultations.

Current Feedback & Reputation

Currently, Lisa Chapman’s profile on Google My Business has 0 reviews. This indicates a relatively new or developing online presence. The average opinion, based on the limited feedback available, is 0/5. While this suggests there isn’t a substantial body of public reviews at this time, it doesn't necessarily reflect the quality of her services.

Recommendation

Considering her extensive qualifications, commitment to accessibility, and affiliation with a reputable firm like UBS, Lisa Chapman appears to be a valuable resource for those seeking a knowledgeable and dedicated financial advisor. While the current lack of reviews warrants cautious consideration, her credentials and professional standing are noteworthy. We strongly encourage prospective clients to visit her website at advisors.ubs.com to schedule an appointment and discuss your individual financial needs. Direct contact through her website will allow you to directly engage with her team and explore how her expertise can assist you in reaching your financial aspirations.