Erik Klumpp (CFP®, EA)

Erik Klumpp focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Erik founded Chessie Advisors, LLC in 2014 after more than a decade in the financial planning industry. Throughout his career, he has provided financial counseling to clients from all walks of life, from assembly-line workers to teachers to mid-level engineers to high-level corporate executives and everything in between. With Chessie Advisors, Erik wanted to turn his primary focus to those seemingly underserved by traditional advisors and offer comprehensive financial planning and investment advice without minimum asset levels to teachers, engineers, and young professionals. Erik is also President of Chessie Tax, LLC, an income tax preparation firm serving individuals and small business owners.

 

Erik spent a year test-driving a mechanical engineering degree at Kettering University before going on to earn his bachelor of science in Finance from Indiana University in Bloomington, Indiana. He knew he wanted to focus his career on personal financial advising. After graduation, Erik worked with a number of top registered investment advisor firms in Michigan before founding Chessie Advisors and Chessie Tax in 2014.

Erik is a Certified Financial Planner™ professional as well as an Enrolled Agent with the IRS. He is a member of the XY Planning Network and a member of The National Association of Personal Financial Advisors (NAPFA).

 

Additional Information

Erik was born in Michigan, grew up in northern Indiana, and now resides in Rochester Hills, Michigan with his wife, two sons, and his Chesapeake Bay Retriever, Maysie (the firm’s namesake).

 

When he’s not helping clients, he can be found at his wife’s school, cheering on the Troy Athens Redhawks, at home playing with his sons, or perfecting his homemade sourdough pizza dough recipe (he’s a self-proclaimed pizza connoisseur).

 

He enjoys vacationing in Folly Beach, South Carolina and spending summer weekends at Indiana Lake in Northern Indiana. Erik is passionate about Indiana Hoosier basketball, Notre Dame football and the Detroit Tigers.

NAPFA Start Date

July 28, 2015

Industry Start Date

February 23, 2003

This Office

1424 Catalpa Dr Rochester Hills, MI 48307-1504 Phone: (248) 396-3878