Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Managing Director
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
