Chip Jurgensen, Cfp® Email & Phone Number

Chip is a private wealth manager at Creative Planning Chip is attuned to the needs of his clients and takes a bottom-up approach to managing the advisor-client relationship. He educates and consults on the multitude of financial, tax, and portfolio management decisions needed to meet their personal and financial goals. He joined the firm in 2019.Chip was drawn to a career in wealth management by a desire to financially protect his own family, and he understands the personal trust and peace of mind people seek when choosing an advisor. After earning a bachelor’s degree in Business Administration and an MBA from East Carolina University, Chip gained more than 18 years of extensive financial planning experience advising high net worth individuals, business owners, and families with generational wealth. He also earned his CERTIFIED FINANCIAL PLANNER™ professional designation. He further expanded his professional knowledge through the founding and operation of an internet-based Registered Investment Advisory firm.