Jeffrey Chipper is a Wealth Management Advisor at Plutus Financial Group. Jeffrey has earned the Chartered Financial Consulting and Certified Employee Benefits Specialist designations from the American College.
Early on in his career, Jeffrey led advisor teams at TIAA-CREF specializing in the design and implementation of retirement plans and in providing comprehensive financial planning for executives and employees at over 1,000 higher education institutions.
Jeffrey leverages his 29 years of diverse experience and expertise as a Certified Employee Benefits Specialist Designee and Wealth Management Advisor to provide:
- Business Owners and Companies with Comprehensive and Coordinated Employee Benefits, Business Evaluation and Succession Planning, and Personalized Wealth Planning for all employees.
- Individuals and Families throughout the country with in-depth Wealth and Protection Planning to help them reach their long-term financial success.
- New advisors joining the financial services industry with coaching to ensure they focus on needs-based planning and building quality client relationships.
Jeffrey is a graduate of the State University of New York at Binghamton. He lives in Yardley, Pennsylvania with his wife and two children.