Chip Jurgensen, CFP®, MBA

Chip serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.<span style='mso-spacerun:yes'> &nbsp;
Chip brings to his clients more than 20 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Senior Manager, Client Advisor. Chip has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. &nbsp;
Chip earned a Bachelor of Science degree in Business Administration with a finance concentration. He also earned a Master of Business Administration degree from East Carolina University. Chip is also a CERTIFIED FINANCIAL PLANNER^® professional as designated by the Certified Financial Planner Board of Standards. &nbsp;
When Chip is not working, you will find him restoring cars, fishing and enjoying time with his wife and two dogs.