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David C
CFP®, Series 65
Brea, CA
DFS Capital Management
David Chapman is a CFP® with three years of industry experience, currently serving as the sole advisor at DFS Capital Management. Prior to founding the firm, he worked at APX Operating Company and the Automobile Club of Southern California. Outside of his advisory role, Chapman conducts freelance analyst work on Upwork, providing financial statement analysis for small businesses. DFS Capital Management is an independent firm offering discretionary portfolio management and financial planning to individual and business clients. The firm specializes in managing employer-sponsored retirement plans and held-away assets, employing a mix of charting, cyclical, fundamental, and technical analysis with an emphasis on equity strategies.
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