Financial planning

Tailored to your goals

Chris Chapin, CFP®

Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®

Chris Chapin is an Account Vice President, Financial Advisor with The Chapin Group at UBS Financial Services Inc. He specializes in crafting bespoke investment strategies for individuals, families, corporations, and trusts, collaborating closely with business owners, accountants, and estate planning attorneys. Drawing upon over 40 years of collective experience, he's gleaned invaluable insights from his father, a tenured wealth management professional and Senior Vice President-Wealth Management, Financial Advisor with The Chapin Group.

Leveraging the robust resources of UBS, Chris provides clients access to current market insights and opportunities. With a commitment to transparent, personalized service, underpinned by continuous professional development and guided by a legacy of wisdom, he strives to help his clients navigate market complexities. He believes in the transformative power of personalized financial planning as a vehicle for realizing one's most cherished dreams and aspirations.

Christopher prides himself on making people feel at ease and forging genuine connections. 

Beyond work, his passions for ice hockey, skiing, golf, and big game fishing fuel his drive for a balanced life. Chris, his wife Morgan, and their feline companion Coco reside in Westborough Massachusetts.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • Bachelor of Arts, Public Relations, Magna Cum Laude, Bridgewater State University
  • Certificate in Financial Planning , CFP® Education, Wake Forest University
  • Tabor Academy

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Corporate Stock Benefit Consultant

Our wealth advice is comprehensive. Guiding families, business owners and retirees with trusted, multi-generational wealth management services.

Financial planning
Estate planning strategies
Equity plans
Business Owners
Exit planning
Investing
401(k) plan services
Retirement planning
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

Chris Chapin, CFP® is also part of:
The Chapin Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Insights

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

House View Monthly

Building multicultural wealth, together

Building multicultural wealth, together

Three generations in apple orchard

Turn possibilities into a plan

couple on beachfront

UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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