26565 W Agoura Rd. Suite 200
Calabasas, CA 91302
Office: (310) 507-7914
E-Mail: bradley.chapman@OpusPWG.com
Resources
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Bradley Damon Chapman
CFP®, AAMS®
Co-FOUNDER
Educational & Licenses:
University of California Santa Barbara; B.A. Economics
Series 7 & 66 Licenses
California Life & Health Insurance Licenses
Certified Financial Planner (CFP®)
Accredited Asset Management Specialist (AAMS®)
Experience:
Opus Private Wealth Group LLC (2014)
Investment Advisor & Managing Member
Ameriprise Financial, Financial Advisor (2000)
IDS Life Insurance Company, Agent (2000)
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Low car lease payments look great, but do you really save money in the end? #LeaseACar https://t.co/bytm4SIkHR
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Is your household's inflation rate higher than the national average? #RetirementIncome https://t.co/llbdNFeaM4
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Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact invest… https://t.co/NSh1ZNZB64
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Is there a role for both active and passive investments in your portfolio? https://t.co/KTuiIcZnOO
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This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidan… https://t.co/ov15yFsJ9R