Posted on Sep 11, 2023 in
NEWSWORTHY
Jonathan Chapman
Jonathan Chapman, CFP®, CExP™, member of The BEI Network of Exit Planning Professionals™, recently earned the designation of a BEI Certified Exit Planner (CExP™). The BEI CExP™ designation is the standard for Exit Planning certification. Through training, rigorous testing and in-depth Exit Plan Creation coursework, Chapman demonstrated that he is qualified to provide comprehensive, professionally executed Exit Planning services to the business owning community.
“Exit Planning Professionals who successfully complete the BEI Certified Exit Planner program have come to be known as premiere Exit Planning Professionals because their in-depth knowledge and demonstrated application of The BEI Seven Step Exit Planning Process™ perfectly positions them to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation,” said John Brown, Founder of Business Enterprise Institute.
The business owner community benefits from engaging an Exit Planning Professional who holds the BEI CExP™ designation by having greater confidence that the service they receive is professional in quality, adheres to ethical and industry standards of practice, and meets a level of expertise BEI deems credible and worthy of one of its certified members.
Chapman is Partner and Senior Wealth Advisor with WJ Interests. He provides wealth management and financial planning services to clients in order to help them plan for their financial future. He advises clients on many aspects of financial planning including retirement, education, estate, insurance, tax and investment planning. Chapman is active in the Fort Bend community and currently serves as President for Parks Youth Ranch and as a board member for the Fort Bend Chamber of Commerce. He lives in Sugar Land with his wife, two sons and daughter.
WJ Interests is a fee-only financial planning and investment management firm in Sugar Land. WJ assists clients in realizing their financial goals with a focus on personalized service and open communication. To learn more about WJ Interests, visit https://wjwealth.com/
