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Chip Jurgensen

Wealth Manager

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.

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.

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.

When Chip is not working, you will find him restoring cars, drag racing, fishing and enjoying time with his wife and two dogs.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021