David Chapman, CFP®

David Chapman, CFP®

Managing Director, Northwest Region

David Chapman joined Sierra Pacific Wealth Management in June of 2024 and serves as the Managing Director of the Northwest Region. David holds the CFP® certification awarded by the Certified Financial Planner Board of Standards and focuses on investment strategies customized to each client’s unique financial goals. David’s focus for clients and their goals focuses on planning and assisting individuals and small businesses with preservation and growth of their assets.

Prior to joining the Sierra Pacific team, David served 18 years with Merrill Lynch in the New York City and Spokane, WA offices. Prior to Merrill Lynch, David served as a capital markets analyst at Thomson Financial, advising corporate management teams and boards on their institutional shareholders’ movements and on market trends. He earned a BA with highest honors from UNC-Chapel Hill.

In his free time, David has served as a volunteer tutor and Junior Board member at the East Harlem Tutorial Program, where he also developed a financial literacy curriculum for high school students. David is a former vestry member of his church and previously served as a board member of the New York Carolina Club. In his free time, David enjoys gradually improving as a marathon runner. David is married and the proud father of three wonderful children.