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Chip Pyfer Dcfp Cpwa Cima

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Chip Pyfer Dcfp Cpwa Cima

Advisor, Managing Director | Wealthspire Advisors

San Francisco, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Chip Pyfer Dcfp Cpwa Cima

Work Experience

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Advisor, Managing Director at

Wealthspire Advisors

January 2022 - Present

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Principal & Senior Advisor at

Private Ocean Wealth Management dba Wealthspire Advisors

July 2008 - December 2021

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Regional Director at

Seidman Private Advisors

August 2006 - July 2008

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Director at

BDO USA

January 2006 - January 2008

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West Region Manager, PwC Investment Advisory Group at

PwC

January 2002 - January 2006

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Vice President at

The Presidio Group

January 2001 - January 2002

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Chip Pyfer Dcfp Cpwa Cima

Education

Willamette University College of Law, Jd

January 1995 - January 1998

University of Oregon, Bs

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

mail

**********@wealthspire.com

****@privateocean.com

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Sacha Lutchman

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Cfp Stephen Kepler

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Msfp Steve Branton Cfp Cpcc

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Richard Yam

Senior Vice President

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