John Chapman
Founder, Chapman Private Client Services
In 2007, John Chapman founded CPCS, a full-service firm catering to the wealth management and retirement planning needs of pre-retired and retired clients through a custom financial planning process.
John handles a wide range of client current and future needs. He is an Investment Adviser Representative, with investment advisory services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Adviser. He maintains the Series 65 Investment Advisor Representative license, which requires acting in a fiduciary capacity for his investment management clients - always acting in their best interests.
With an educational approach, using sophisticated financial software, he reviews the client's Personal Economic Model (PEM) to evaluate and explain how their income, expenses, tax exposures, market risk, assets, liabilities, inflation, Social Security, pensions, and lifestyle can affect their financial goals such as retirement planning. Recommendations are then formulated and modeled to demonstrate if and how their financial goals may be better accomplished.
John is a proud member of the Elite Power of Zero Advisor Group. Can you imagine a zero tax retirement? For most, regardless of net worth, this can become a reality with proper planning.
John is also a member of SOFA (The Society for Financial Awareness) - a 501(c)(3) non profit public benefit corporation whose mission is to provide financial education across America, one community at a time.
He began his college studies at the University of California, Santa Barbara where he graduated with honors with a Bachelor of Arts in business economics. He married the love of his life and best friend, Jeanne, in 1999.
CA Department of Insurance License 0I16638
FINRA CRD#6080596
Dean Zayed
JD, LLM, CFP
Dean Zayed, JD, LLM, CFP® is founder, president and CEO of Brookstone Capital Management LLC (BCM), an SEC Registered Investment Adviser. BCM has forged strategic relationships with independent investment advisors around
the country who affiliate with BCM as Investment Adviser Representatives (IARs). In this capacity, IARs are able to utilize BCM’s vast money management experience and infrastructure, allowing the IARs to provide their clients with BCM’s professionally managed portfolios. BCM, through its network of IARs, provides comprehensive financial planning, including asset allocation, retirement planning, education planning and portfolio management, and is committed to offering a one-source solution for the management, growth and preservation of clients’ wealth.
Dean received his Juris Doctor from Northwestern University School of Law and his master’s in Taxation (LLM) from Chicago-Kent College of Law. In addition, Dean has earned the CERTIFIED FINANCIAL PLANNER™ professional designation and holds an insurance license for life, health and long-term care in Illinois.
What’s more, Dean has appeared as a financial professional (or “guru”) on CNBC, Fox Business Channel, Bloomberg TV, the Street.com and WGN and has been featured in numerous financial publications.
Mark DiOrio
CFA
Mark DiOrio, CFA, joined Brookstone Capital Management, LLC, as chief investment officer in 2015. Previously, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an eight-year GIPS® compliant track record.
Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in The Wall Street Journal. Mark received his MBA from Benedictine University and holds the Chartered Financial Analyst professional designation. Mark also is a member of the CFA Institute and CFA Society of Chicago.