Chip Pyfer is a Managing Director and Advisor in the San Rafael and San Francisco offices. He is a member of the firm’s Investment Committee, providing leadership and input to the Investment Team regarding strategic asset allocation, investment strategies, and portfolio construction.
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.
- Financial Advisor and Principal at 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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.