Victoria Woods- Financial Advisor Edmond, OK

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About Victoria Woods

ChappelWood Financial Services has been in business since 1988 and has had the same leader, Victoria Woods.

Our clients will say we are irreplaceable, invaluable and worth our weight in Gold!

As Chief Investment Advisor and Founder and CEO of ChappelWood Financial Services, an advisor to affluent clients for over 25 years, I am proud my firm is recognized as a leader in the investment advisory industry. Featured in Newsweek magazine's "Financial Planning Guide." Author of the book, "It's All About The $Money, Honey!" and appearing on the Today Show- Meredith Vieria, Success Today- Bachelor Bob, Fox News, Fox Business, CBS, NBC and ABC affiliates across the nation. Hosting a weekly radio show, "It's All About the $Money, Honey!" on iHeart Media and success and experience in working with high net worth households and mid-tier millionaires has been a dream! Our Ideal Clients are Mid Tier Millionaires. We clarify, organize and simplify the financial part of clients lives, working in harmony with our clients, Bankers , CPA's, Trust Attorneys. etc. for the best interest of our clients, because our clients consider us their Primary Advisor.

See Disclosures

General Information

Firm Start Year

2002

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Associate Science Degree - - Budgeting Planning and Porjections

Tarrant College
1974 -1976

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

ChappelWood Financial Services has all Disclosure statement on our website. https://www.chappelwood.com/earnings-disclaimer

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816810/paladinregistry-ChappelWood-Financial-Services-detailed-disclosure.html

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Victoria Woods

ChappelWood Financial Services