Cass R. Chappell, III CFP<sup>&reg;</sup> - Financial Advisor

Cass R. Chappell, III CFP®

Chappell Financial Group

3200 Cobb Galleria Pkwy, Ste 215
Atlanta, GA 30339
(770) 980-1717 x225 CONNECT WITH Cass
  • twitter link
  • linkedin link


Cass Chappell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Chappell Financial Group in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: GA
  • Health/disability insurance: GA
  • Property/casualty: GA
  • Fixed annuities: GA
  • Variable annuities: GA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Financial Planning offered through Chappell Financial Group, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households


Helpful Financial Planning Resources