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Robert Chapman, CPA/PFS


Robert Chapman is the founder of Compass Wealth, LLC, with more than 28 years of financial services experience as a Personal Financial Specialist, CPA and CMA. At times quoted or interviewed in the local, regional and national media for his technical expertise, Robert excels at providing clients with comprehensive customized and integrated strategies for their specific financial situation, including advice on risk management, taxes and planning. His passion for the financial industry is evident in his proactive communication with clients on up-to-date legislation and planning techniques.

State: New York

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