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Chip Pyfer Dcfp Cpwa Cima
Chip Pyfer Dcfp Cpwa Cima
Advisor, Managing Director | Wealthspire Advisors
San Francisco, California, United States
Chip Pyfer Dcfp Cpwa Cima
Summary
Chip Pyfer is a seasoned financial advisor and managing director at Wealthspire Advisors, specializing in alternative investments and wealth management for high-net-worth individuals. With a robust background in finance, Chip combines his expertise in investment strategies, estate planning, and corporate finance to provide tailored financial solutions. He has held leadership roles in multiple organizations, including Private Ocean Wealth Management, where he was a senior advisor and partner before its merger with Wealthspire. Chip is actively involved in various committees and volunteer activities, reflecting his commitment to community service and professional development. His academic credentials include a J.D. from Willamette University College of Law and a B.S. in History and Political Science from the University of Oregon. Chip's diverse experience spans startups to established firms, showcasing his adaptability and depth of knowledge in the financial services sector.
Chip Pyfer Dcfp Cpwa Cima
Work Experience
Advisor, Managing Director at
Wealthspire Advisors
January 2022 - Present
Principal & Senior Advisor at
Private Ocean Wealth Management dba Wealthspire Advisors
July 2008 - December 2021
Regional Director at
Seidman Private Advisors
August 2006 - July 2008
Director at
BDO USA
January 2006 - January 2008
West Region Manager, PwC Investment Advisory Group at
PwC
January 2002 - January 2006
Vice President at
The Presidio Group
January 2001 - January 2002
Chip Pyfer Dcfp Cpwa Cima
Education
Willamette University College of Law, Jd
January 1995 - January 1998
January 1987 - January 1992
Frequently Asked Questions about Chip Pyfer Dcfp Cpwa Cima
What is Chip Pyfer Dcfp Cpwa Cima email address?
Chip Pyfer Dcfp Cpwa Cima's primary email address is **********@wealthspire.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Chip Pyfer Dcfp Cpwa Cima work for?
Chip Pyfer Dcfp Cpwa Cima is a Advisor, Managing Director at Wealthspire Advisors, a company specializing in Monetary Authorities-Central Bank.
Where Chip Pyfer Dcfp Cpwa Cima graduated from?
Chip Pyfer Dcfp Cpwa Cima holds a degree in from Willamette University College of Law.
How can I directly contact Chip Pyfer Dcfp Cpwa Cima?
To contact Chip Pyfer Dcfp Cpwa Cima directly, you can use the email address **********@wealthspire.com. Complete contact information is available upon registration with Muraena.
Who is Chip Pyfer Dcfp Cpwa Cima?
Chip Pyfer is a seasoned financial advisor and managing director at Wealthspire Advisors, specializing in alternative investments and wealth management for high-net-worth individuals. With a robust background in finance, Chip combines his expertise in investment strategies, estate planning, and corporate finance to provide tailored financial solutions. He has held leadership roles in multiple organizations, including Private Ocean Wealth Management, where he was a senior advisor and partner before its merger with Wealthspire. Chip is actively involved in various committees and volunteer activities, reflecting his commitment to community service and professional development. His academic credentials include a J.D. from Willamette University College of Law and a B.S. in History and Political Science from the University of Oregon. Chip's diverse experience spans startups to established firms, showcasing his adaptability and depth of knowledge in the financial services sector.
Chip`s contact details
**********@wealthspire.com
****@privateocean.com
Colleagues
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Senior Vice President