Cfp Brian Lipps Cfa
With over 20 years of experience in the wealth management industry, I am a seasoned professional who leads... | Greater Philadelphia, Greater Philadelphia, United States
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Cfp Brian Lipps Cfa’s Emails br****@sc****.com
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Cfp Brian Lipps Cfa’s Location Greater Philadelphia, Greater Philadelphia, United States
Cfp Brian Lipps Cfa’s Expertise With over 20 years of experience in the wealth management industry, I am a seasoned professional who leads the business development, financial planning, and investment management efforts of 28 branch offices and 52 advisors across the northeastern United States. I hold the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certificate in Investment Performance Measurement (CIPM) credentials, which demonstrate my commitment to excellence and ethics in the field. As the Regional Director at Edelman Financial Engines, the largest independent financial planning and investment management firm in the country, I oversee discretionary assets under management in excess of 9 billion and drive the strategy and growth of the region. I partner with senior leaders, advisors, and clients to deliver personalized and comprehensive financial solutions that help people achieve their financial goals and secure their future. My passion is to empower advisors with the knowledge, tools, and guidance they need to lead clients to informed and confident financial decisions.
Cfp Brian Lipps Cfa’s Current Industry Edelman Financial Engines
Cfp
Brian Lipps Cfa’s Prior Industry
Charles Schwab
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Edelman Financial Engines
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Work Experience
Edelman Financial Engines
Regional Director - Financial Planning
Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Charles Schwab
Vice President - Branch Manager
Mon Jul 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Brian Lipps Cfa Email Addresses
FAQ About Cfp Brian Lipps Cfa
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Cfp Brian Lipps Cfa is located at
Greater Philadelphia, Greater Philadelphia, United States -
Cfp Brian Lipps Cfa is a
With over 20 years of experience in the wealth management industry, I am a seasoned professional who leads the business development, financial planning, and investment management efforts of 28 branch offices and 52 advisors across the northeastern United States. I hold the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certificate in Investment Performance Measurement (CIPM) credentials, which demonstrate my commitment to excellence and ethics in the field. As the Regional Director at Edelman Financial Engines, the largest independent financial planning and investment management firm in the country, I oversee discretionary assets under management in excess of 9 billion and drive the strategy and growth of the region. I partner with senior leaders, advisors, and clients to deliver personalized and comprehensive financial solutions that help people achieve their financial goals and secure their future. My passion is to empower advisors with the knowledge, tools, and guidance they need to lead clients to informed and confident financial decisions. Edelman Financial Engines -
Cfp Brian Lipps Cfa currently works in the
Edelman Financial Engines -
Cfp Brian Lipps Cfa specializes in
With over 20 years of experience in the wealth management industry, I am a seasoned professional who leads the business development, financial planning, and investment management efforts of 28 branch offices and 52 advisors across the northeastern United States. I hold the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certificate in Investment Performance Measurement (CIPM) credentials, which demonstrate my commitment to excellence and ethics in the field. As the Regional Director at Edelman Financial Engines, the largest independent financial planning and investment management firm in the country, I oversee discretionary assets under management in excess of 9 billion and drive the strategy and growth of the region. I partner with senior leaders, advisors, and clients to deliver personalized and comprehensive financial solutions that help people achieve their financial goals and secure their future. My passion is to empower advisors with the knowledge, tools, and guidance they need to lead clients to informed and confident financial decisions. -
Cfp Brian Lipps Cfa speaks the following languages:
No languages available. -
Cfp Brian Lipps Cfa has prior experience in the following industries:
Charles Schwab -
Cfp Brian Lipps Cfa has the following professional experience:
Edelman Financial Engines , Charles Schwab . -
You can view Cfp Brian Lipps Cfa’s
LinkedIn profile at LinkedIn URL. -
Cfp Brian Lipps Cfa’s work email addresses are
[email protected] . -
Cfp Brian Lipps Cfa works at
Edelman Financial Engines
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