Chip Pyfer is a Managing Director and Advisor in the San Rafael office.

Chip has held positions in several high-profile investment advisory and tax firms and at Wealthspire he brings an extensive background in family wealth and independent financial planning, investment management, executive compensation, retirement planning, and risk management analysis. He also has a deep working knowledge of portfolio optimization and concentrated equity positions.

Chip enjoys building personal relationships with his clients and in listening to their unique experiences he is able to focus on finding the right planning solutions to help improve outcomes. His mission is to understand the client’s past, present and future so that their personal financial plan supports them as they experience a rich and fulfilling life.

Chip is “all-in” when it comes to working with his clients and helping them plan for their future. He’s also “all-in” when he’s off the clock too, whether he’s planning his summer adventure vacation with his family or gearing up for one of his incredible annual mountaineering challenges.

Previous Experience

  • Financial Advisor and Principal, Private Ocean Wealth Management

Education & Credentials

  • Certified Financial Planner
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • JD, Willamette University College of Law
  • BA, University of Oregon

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.