Chip Basel (AWMA, CFP®, CRPC®)
Chip Basel focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Insurance Related Issues
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- Insurance Related Issues
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Additional Information
Chip has experienced various sectors of the financial industry. He has worked in various financial institutions that centered around insurance, banking/trust, brokerage, 401(k) retirement plans, military financial counseling, and financial planning. With all his experience, he is able to take complex topics and break them down into easy to understand concepts. As a self proclaimed analytical, financial geek, he enjoys the challenge of financial planning and helping people achieve a life they desire to live. Chip enjoys working most with those who appreciate his approach, including those belonging to the X, Y, and Millendial generations.
When he is not working, you can find him running and staying active in the local park systems or working in his yard with his wife.
Chip would love to have a conversation about how he could help you!
NAPFA Start Date
April 17, 2019
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