Juncture Wealth Strategies, LLC
Hannah Chapman, CFP®, APMA®, CRPC®, serves as the Founder and CEO of X² Wealth Planning, where a focus on aligning wealth management with client values is emphasized. With a specialization in financial planning for entrepreneurs with diverse income streams, Hannah offers comprehensive wealth advising and business retirement plan implementation. Additionally, as the Founder and CEO of Expansive CEO, a platform for visionary entrepreneurs, Hannah fosters community and growth through shared financial experiences. In the role of Senior Wealth Advisor at Juncture Wealth Strategies, a boutique investment firm, Hannah provides independent investment management and wealth advocacy to high-net-worth clients. As a contributor to Forbes, dedicated advocacy for women entrepreneurs in financial planning is also a key focus. Hannah's earlier experience includes a decade at Ameriprise Financial Services, where complex financial planning for affluent clients was a primary responsibility, along with a tenure as a Customer Service Representative at First State Bank of Flagstaff. Hannah holds a Bachelor of Music degree in Music Performance from Northern Arizona University.
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