Brandon Chapman, CFP

Founder at @advisorflow. Money & tech guy, Certified Financial Planner 🗡️🛡️

Obsessed with entrepreneurship and community building.

[Herman Chan, CFP® @HermanHChan]

I'm really here!!! @FutureProof_HQ @_bchaps @michaelbatnick @MattMiddleton__

#futureproof
#wealthmanagement
#huntingtonbeach
#financialplanning
#crimsonfinancial

[Advisor Flow @AdvisorFlow]

📍 AdvisorFlow is hitting the road this spring!

Our founder @_bchaps and Sales Director Brad will be at CAILBA in April.

@_bchaps will also attend @CALUcanada in May.

Look for our banner at CAILBA to discover how AdvisorFlow transforms your client experience.

[Brandon Chapman, CFP @_bchaps]

@HermanHChan @AdvisorFlow @TaraYDowney Looking forward to a great session!!

[Advisor Flow @AdvisorFlow]

🎙 New episode alert!

We pulled highlights from our recent webinar featuring Emily Reed (@hey_advisor), Chris Brittain, & @_bchaps packed with tips to grow your client base online

Tune in now:
🎧 Spotify: https://t.co/rHntKttitQ
🖥️ YouTube: https://t.co/PbRzoPkCFh

[Brandon Chapman, CFP @_bchaps]

@jenstilmanydots Invest in their skills /income potential before spending tons of time figuring out how to make an extra $200 on their stock portfolio.

[Advisor Flow @AdvisorFlow]

📣 Join us tomorrow to see how AI is reshaping financial advising—from automating workflows to boosting compliance & personalization.

Featuring AI expert and one of Canada's top video creators of 2025 @ImKushanK (recognized by Edelman).

✍️ Register here: https://t.co/eHgiTAJ6aG

[Advisor Flow @AdvisorFlow]

📍AdvisorFlow is heading east!

Next week, our Founder @_bchaps and Sales Director Brad Hartfield will be at the CAILBA and @CALUcanada Conferences!

If you're attending, be sure to swing by our booth to connect!

Already using AdvisorFlow? DM us to set up an in-person visit!

[Brandon Chapman, CFP @_bchaps]

@MPJulian Your office ignores citizens. Definitely voting elsewhere this election

[Brandon Chapman, CFP @_bchaps]

@KirkLubimov I don't think he wants our talent but our resources.

[Brandon Chapman, CFP @_bchaps]

@SteveSaretsky Laser eyes making a comeback ?

[Brandon Chapman, CFP @_bchaps]

@darshan I told my wife that I'm investing in my cognitive future and now I'm sleeping on the couch.

[Brandon Chapman, CFP @_bchaps]

@SteveSaretsky Few days early Steve but either way 👏😆

[Brandon Chapman, CFP @_bchaps]

Calling all young BC Parents!📚 The B.C. Training and
Education Savings Grant (BCTESG) is a grant that contributes $1,200 to eligible children, ensuring a future with education! Apply via the link below! #BCTESG #BCEducation #BC #BCparents #yvr
https://t.co/JESSgGQzBF

[Brandon Chapman, CFP @_bchaps]

Looking to buy your first home? Learn how to get a $75,000 tax deduction on your down payment by watching this video! 🏡💰 Discover the powerful combination of the Home Buyers' Plan (HBP) and the First Home Savings Account (FHSA).#FHSA #FirstHomeSavingsAccount #HBP #BCrealestate

[Brandon Chapman, CFP @_bchaps]

Canadian homebuyers, listen up!🍁🏘️ Discover the First Home Savings Account (#FHSA) and why opening it before year-end. ( before 2024) is a MUST.💡Don't miss out on potential deductions – act now for a brighter financial future!
#FirstHomesSavingAccount #CanadianFHSA #Homeowner

[Brandon Chapman, CFP @_bchaps]

Are you looking to improve your credit score? Today, we're breaking it down with the "Top 5 Things That Affect Your Credit Score." 💡💳

#CreditScore #howtoimprovecreditscore #howtobuildcredit #credittips #borrowell #creditkarma #financialeducation #CreditEducation

[Brandon Chapman, CFP @_bchaps]

Did you hear the buzz about Costco's exclusive gold bars?🛒💰One-ounce gold PAMP Suisse Lady Fortuna Veriscan bars are selling at Costco at around C$2,700! Exclusive to Costco members and limited availability!
📺Source: @CNBC
#Costco #Costcofinds #CostcoGold #costcocanada

[Brandon Chapman, CFP @_bchaps]

@Advocis (2/2) There’s so many financial scams online because compliance teams often may not understand the reality of what consumers are faced with on social platforms, so advisors avoid social media altogether.  This leads to growth of the scammers rather than true advisors #FLM2023

[Brandon Chapman, CFP @_bchaps]

@Advocis A6: The biggest obstacle is the lack of accessible and engaging financial education. Overcoming this requires a collaborative effort from educational institutions, policymakers, and finance professionals to make financial literacy resources more available and relatable (1/2)

[Brandon Chapman, CFP @_bchaps]

@Advocis A5 (2/2) Unfortunately the small business has felt this the most due to the convenience of online shopping but I try to encourage clients to consider local options even if they don’t have the most slick app. #AdvocisFLM23Chat #FLM2023