Client
Login Our TeamRobert T. Chapman
Soon after graduation, Robert established roots in San Diego in 1986. After becoming a Project Architect and contributing as a Team Designer on many projects in the San Diego area, he became very interested in the growing technology boom of the mid-nineties and wanted to capitalize on the opportunity by investing in these rapidly expanding companies. His passion for equity investing was reignited and he decided to pursue a full-time career in the securities industry. Soon after passing the Series 7 exam, Robert became the Branch Manager for the Del Mar office of Edward Jones Investments, a company that is well respected for its client satisfaction, training program for Financial Advisors, and one of Forbes “Best Companies to Work For”. He remained at the Del Mar Branch for seven years, and helped hundreds of investors with their financial planning and investing needs. In 2002, Robert wanted access to a more sophisticated platform that could satisfy the needs of his higher net- worth clients. After diligent research, he was convinced that Linsco/Private Ledger, the largest independent broker/dealer, would be the place to offer his most demanding clients the most comprehensive array of investment choices available in the industry. In 2006 he teamed up with two LPL Advisors to create a collaborative partnership, Chapman, Roper & Breslin, LLC. Together, they are able to combine their 25 years of industry experience into triaging complex financial and estate planning cases and offer comprehensive and lasting solutions. Robert is a Registered Investment Advisor, and holds the NASD Series 7, 63 and 31 licenses, as well as the Series 24 Registered Principal licence with Linsco/Private Ledger. He also holds Life, Disability, Long-Term Care and Variable Insurance Licenses with the State of California. He has recently graduated from the Certified Financial Planner Program through the College of Financial Planning and intends to sit for the comprehensive exam in November 2008. Over the years, Robert has been involved in many community organizations that include: A Past President of Del Mar Toastmasters International, where he has delivered nearly 30 speeches, mostly on financial topics. Director with the Del Mar Chamber of Commerce. Director with the Del Mar Kiwanis. Founder and President of the Del Mar chapter of LeTip International. Member of Carmel Valley Chapter of Business Networking International. Director with the Helen Woodward Planned Giving Committee. Robert has been married for 18 years and has a 14 year old son, and 11 year old daughter. He enjoys time with his family, golf, tennis, bicycling, hiking, fly fishing, and playing music - mostly percussion and guitar.
Doris Roper CDFA™
Born in Vienna, Austria, Doris Roper grew up in South Africa where she became a goldsmith and jewelry designer and at the age of 23, started and built a successful jewelry business. It was during these years that she discovered that she had excellent money management skills. This resulted in the success of both her business and her own personal stock market investing. After 19 years of successfully running her business and raising two children as a single mother, Doris sold her business and left South Africa. She then traveled and visited her family and friends in Europe, Britain and the USA. It was during her stay in CA that she met the wonderful man who became her husband. Doris found that her process for designing and creating customized fine jewelry was surprisingly similar to the Financial Planning process and therefore a natural fit for her skills and talents. Relationships come first with Doris and her clients like the fact that she’s open and easy to talk to. She enjoys educating her clients in a language that they can understand and believes that with knowledge comes power and ultimately a greater sense of peace. As a result of her past experiences of going through a difficult divorce, her mother being widowed at the age of 44, Doris has great insight and a passion for helping women with their financial planning. With her own successful life story as a single mother and businesswoman, she inspires and motivates her clients to achieve their goals and dreams. In 2006 she teamed up with Robert Chapman and Thomas Breslin, to create a collaborative partnership, Chapman, Roper & Breslin, LLC. With their combined 28 years of industry experience, they are able to offer comprehensive financial and estate planning solutions. To fulfill her passion for educating and motivating women, she created The W.I.T. Institute, a one-stop resource for women who are going through a financial transition to enhance their skill in managing their financial lives through an exclusive program called the Smart Woman's Success Course™. Doris is a Certified Divorce Financial Analyst, Divorce Mediator, and holds Life, Disability, Long-Term Care and Insurance Licenses with the State of California. She is the owner of Roper Financial Planning - a Registered Investment Advisor. Over the years, Doris has mentored and counseled people dealing with emotional issues and served as a Financial Freedom Coach through her church. She enjoys tennis, Bridge, golf, reading and traveling and has white-water rafted on the Zambesi River in Zimbabwe and been on Safari in Southern Africa.
Dr. Thomas J. Breslin, CFP®, AIFA®, CEBS
His dedication to education, knowledge and service led him to the University of Florida where he earned his Doctor of Pharmacy in the mid 80’s and later his CEBS designation through the Wharton School of Business. These degrees combined his interest in business with the ever-expanding realm of healthcare. While in school and after graduation, Dr. Breslin pursued his professional interests with pharmaceutical giants Pfizer and Eli Lilly, working in a number of capacities over a ten-year career. In response to his thirst for knowledge, he broadened his professional aspirations to incorporate business and finance. Dr. Breslin worked with Wall Street standouts Morgan Stanley and Merrill Lynch, while earning his CFP, as well as numerous designations in the financial field. In 2005, Dr. Breslin utilized his decade of specialized training and education to launch his independent, unbiased financial planning practice, Seven Summits Wealth Management. Many of Dr. Breslin’s clients are either working or retired from service in healthcare- as executives, employees or medical professionals. They are in large part, meeting their financial goals and dreams because Dr. Breslin can offer them unique insight and understanding of their financial needs and goals. His clarity comes from walking in those same footsteps, and from a commitment to helping others navigate this complex landscape of financial investing. Dr. Breslin is actively involved in the Financial Planning Association and is the founding President of the San Diego Chapter of the Certified Employee Benefit Specialists. He continues to work with the College of Pharmacy at UCSD to promote executive management and entrepreneurship to graduates in the fields of Healthcare, Biotechnology and Pharmaceutical Science. His Integrated Financial & Life Investment Planning (I-FLIP) approach brands him as one of the true pioneers in the ever-evolving Financial Planning profession. This approach brings together the two basic principals of growing assets through wealth management and implementing a life plan so that money promotes joy and connection in family and personal life. In addition to his career, Dr. Breslin has been able to travel to many of the seven continents to explore and discover diverse cultures. Dreaming big, and manifesting those international dreams has prompted an acute awareness and dedication to supporting and enabling others to pursue and manifest their dreams and goals. Dr. Breslin has sampled the best that life has to offer. He married his high school sweetheart and shared 21 years with Jennifer before losing her to Ovarian Cancer. Blessed with a second chance, he now shares his life with Sage, a Psychologist who specializes in Life Planning and Behavioral Finance. They are the proud parents of Hannah (12), Dane (10), Joe (3) and twin boys Aidan and Kyle (nearly 2!). When not chasing after the boys, Dr. Breslin can be found bird-watching, golfing, pitching in Men’s Senior League Baseball, camping and mountaineering. In order to facilitate the very best of Financial Planning Practices, Dr. Breslin asks that total assets under management (outside of referrals) be above $1,000,000.
Matt Auchard
Matt went on to graduate from the University of California, Santa Barbara in Business Economics with an emphasis in Accounting. He and a few of his fellow Gaucho Alumni established a fraternal organization that promoted collegiate experiences and marketed a line of clothing and accessories. The group remains active today and hosts travel trips in the states and abroad. Convinced to move to San Diego after graduating UCSB; Matt joined First Investors Corporation, a Wall St. based investment company. While developing a clientele and helping clients in the diverse aspects of their financial futures, Matt became a trainer and supervisor for a staff of 15 financial services representatives. He was well-respected by his peers and had a significant impact on the growth of the San Diego regional office. Matt holds the Series 63, 7, and California Life Insurance licenses, as well as, the Series 24 Registered Principal license. He is enthusiastic about joining LPL Financial and the Chapman, Roper & Breslin, LLC Wealth Management Group. Matt specializes in teacher pensions and works with many school districts in the central San Joaquin Valley and the San Diego area. Matt customizes each client’s financial plan to his/her personal needs and interests. He maintains a hands-on approach in managing the broad range of services available today. Matt is single and owns a home in Carmel Valley. He enjoys going to the beach, golfing, playing the guitar, and hiking (his next summit is Mt. Whitney). Matt is into Fantasy Football.
Guillermo D. Adame, AAMS
Prior to joining CRB Wealth Management, Guillermo worked for four years as an advisor at A.G. Edwards & Sons. Before working in the financial industry, Guillermo served more than twenty years in the full-time Christian ministry, serving congregations in Boston, Philadelphia, and San Diego, and for six years living as a missionary in India. As a result of his experience working with clergy and churches, Guillermo has extensive knowledge of 403(b) church retirement plans. His professional experience also includes serving as CEO and sitting on various boards of directors, and for three years he was an assistant softball coach for University City High school in San Diego. Guillermo received his undergraduate degree in Economics from Harvard University and a Masters degree, also in Economics, from the University of Bombay, India. He and his wife Terry have been married for 21 years, and they have three tremendous teenagers who are a reminder that consistent personal attention builds lasting relationships, a philosophy he extends to his clients.
Joshua C. Harrell
In September of 2003 he began working in the Service Center for the Home Office of LPL Financial in San Diego. During his tenure at LPL Financial, he was responsible for providing technical support and training for LPL Financial Advisors and their office staff. He provided training on how to use the advanced operational platforms as well as how to run an efficient practice in order to provide outstanding and superb service to their clients. Seeing the satisfaction that LPL Financial Advisors received from helping their clients, Joshua soon realized that he ultimately wanted to do the same. It was at this time that he decided to pursue a career as a Financial Advisor and joined Chapman, Roper, and Breslin, LLC Wealth Management Group. Joshua brings with him a wealth of knowledge that can only be gained working in the home office. Having a new family of his own, he realizes the need for sound financial advice and being prepared for the unexpected. He has a passion for helping those like him. Through LPL Financial, Joshua is currently an Investment Advisor Representative, and holds his FINRA Series 7 and Series 66 registrations. He also holds his Life, Disability, Health, and Variable Insurance Licenses with the State of California. Joshua now lives in Carlsbad with his best friend and partner, Abigail, along with their two girls Alexis and Madison. Joshua and his family are avid Disneyland fans and enjoy regular family trips to the parks on the weekends. They also enjoy spending long weekends fishing, skiing, snowboarding, off-roading and just relaxing at Big Bear Lake.
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Robert
Chapman was born just 15 miles north of the New York Stock Exchange.
Growing up close to the financial capital of the world provided natural
exposure to the world of finance and the capital markets. As the son
of a WW II veteran, he grew up with a strong sense of American pride
and affection for capitalism through stock ownership. Both his parents
and grandparents were avid investors when the markets were at a fraction
of where they are now. In the first week he was born, his parents
and grandparents established a diversified portfolio of stocks that
grew well enough to cover all of his college expenses. 
Planning
with a World of Experience
Dr. Thomas Breslin has been helping affluent clients protect and grow
wealth for over twelve years. His 
Matthew
Auchard, a native Californian, grew up in the central San Joaquin
Valley; an only child of two self-employed parents, an attorney and
a mortgage broker. With a background of independence and hard work
instilled in him by his parents, he operated an environmentally friendly
document destruction business while in high school and learned something
about the entrepreneurial spirit.
Guillermo
serves as a Financial Consultant specializing in wealth management
for his clients, including both individual and institutional investors.
He helps his clients with strategies designed to build wealth and
reduce or defer taxes. Based on their specific goals and investment
profiles, he helps them develop a diversified investment portfolio,
which may include a combination of stocks, bonds, mutual funds or
other investments. 
Joshua Harrell was born in central California, in the heart of the San Joaquin valley, in a small rural town called Exeter. Many consider Exeter to be the "Citrus Capital of the World." Joshua grew up as the second oldest of five children. Being raised in a close knit family of seven, Joshua was raised with a strong work ethic and a solid core of family values. Living just 30 minutes from the Sequoia National Forest, he was also able to take advantage of everything the outdoors has to offer.