Jeffrey Chipper, CHFC, CEBS
Jeffrey Chipper has over 30 Years of experience in the design and implementation of retirement plans, and in providing comprehensive financial planning to plan participants. He specializes in working with start-up companies and those with established plans to ensure they have the right plan to match their intended goals, fees are reasonable with services provided, plan participants are receiving personalized planning, and proper Fiduciary Support is in place to protect the company.
Prior to working with our firm, Jeffrey led financial professional teams and a national retirement group at TIAA-CREF serving the plan needs and employee education at over 1,000 higher education institutions. His most recent work with a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) has focused on bringing the type of services, attention, and quality plans that one normally sees in the large plan market to the small and mid-size marketplace.
Jeffrey’s combination of having the Chartered Financial Consultant and Certified Employee Benefits Specialist designations from the American College allows him to work with clients in a comprehensive manner. He is a graduate of the State University of New York at Binghamton.