Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®
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Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® Email & Phone Number

Advisor & Managing Director at Wealthspire Advisors at Wealthspire Advisors
Location: San Francisco Bay Area, United States 6 work roles 2 schools
1 work email found @wealthspire.com 2 phones found area 415 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@wealthspire.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wealthspire Advisors
Role
Advisor & Managing Director at Wealthspire Advisors
Location
San Francisco Bay Area, United States
Company size
112 employees

Who is Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®? Overview

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Quick answer

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® is listed as Advisor & Managing Director at Wealthspire Advisors at Wealthspire Advisors, a with 112 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at wealthspire.com, phone signal with area code 415, and a matched LinkedIn profile for Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®.

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® previously worked as Advisor, Managing Director at Wealthspire Advisors and Principal & Senior Advisor at Private Ocean. Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® holds Jd from Willamette University College Of Law.

Company email context

Email format at Wealthspire Advisors

This section adds company-level context without repeating Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®'s masked contact details.

*@wealthspire.com
71% confidence

AeroLeads found 1 current-domain work email signal for Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®

Chip is a financial planner to executives, business owners, entrepreneurs, and families. Chip has an extensive background in independent financial planning, investment management, executive compensation, gift & estate planning, retirement planning, and risk management. Chip was a senior advisor and partner at Private Ocean Wealth Management (2008-2021) until it merged into Wealthspire Advisors in January 2022.Chip is an active member of Wealthspire's Investment Committee and the Family Office Services Committee (FOS).Credentials and Certifications:- Certified Financial Planner (CFP®)- Certified Private Wealth Advisor professional (CPWA®)- Certified Investment Management Analyst professional (CIMA®)Chip received his J.D. in 1998.Past & Current Volunteer Activities:- Board member and Treasurer of the Marin County Estate Planning Council (September 2023-present).- Co-chair of the Investment Committee, Redwoods Retirement Community, Mill Valley, CA (2012-present).- Past board member of Boys & Girls Club of Marin and Southern Sonoma (2010-2013).- Past board member of The Guardsmen, San Francisco, CA (2006-2009); active volunteer member (2001-2009); Senior volunteer member (2009-present).

Listed skills include Wealth Management, Investment Advisory, Investment Management, Mergers, and 39 others.

Current workplace

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wealthspire Advisors
Wealthspire Advisors
Advisor & Managing Director at Wealthspire Advisors
new york, new york, united states
Website
wealthspire.com
Employees
112
AeroLeads page
Company profile
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6 roles · 26 years

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® work experience

A career timeline built from the work history available for this profile.

Regional Director

Seidman Private Advisors, Llc
Aug 2006 - Jul 2008

Vice President

Presidio Financial Partners Llc

Worked with team during start-up stage of this growing wealth management and M&A advisory practice. Responsible for investment advisory business development and relationship managment.

2001 - 2002 ~1 yr
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

DD David Dickman David Dickman Colleague at Wealthspire AdvisorsWashington, District Of Columbia, United States View → PM Pietro Messina, Cfp® Pietro Messina, Cfp® Colleague at Wealthspire AdvisorsWestchester County, New York, United States View → AC Anthony Cruz, Caia Anthony Cruz, Caia Colleague at Wealthspire AdvisorsGreater Chicago Area, United States View → LS Luke Smith, Cfp®, Aif® Luke Smith, Cfp®, Aif® Colleague at Wealthspire AdvisorsSalisbury, Maryland, United States View → SE Sarah Emhardt Sarah Emhardt Colleague at Wealthspire AdvisorsMadison, Wisconsin, United States View → AV Alice Vecchione Alice Vecchione Colleague at Wealthspire AdvisorsMerrick, New York, United States View → JC Justin Cone, Cfa Justin Cone, Cfa Colleague at Wealthspire AdvisorsSt Petersburg, Florida, United States View → MS Marnie Steigman Marnie Steigman Colleague at Wealthspire AdvisorsBoca Raton, Florida, United States View → DS Dorota Stankiewicz Dorota Stankiewicz Colleague at Wealthspire AdvisorsNew York City Metropolitan Area, United States View → AR Amy Ruehlmann Amy Ruehlmann Colleague at Wealthspire AdvisorsUrbana-Champaign Area, United States View →
2 education records

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® education

FAQ

Frequently asked questions about Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®

Quick answers generated from the profile data available on this page.

What company does Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® work for?

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® works for Wealthspire Advisors.

What is Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®'s role at Wealthspire Advisors?

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® is listed as Advisor & Managing Director at Wealthspire Advisors at Wealthspire Advisors.

What is Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®'s email address?

AeroLeads has found 1 work email signal at @wealthspire.com for Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® at Wealthspire Advisors.

What is Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 415 for Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® at Wealthspire Advisors.

Where is Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® based?

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® is based in San Francisco Bay Area, United States while working with Wealthspire Advisors.

What companies has Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® worked for?

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® has worked for Wealthspire Advisors, Private Ocean, Seidman Private Advisors, Llc, Bdo Seidman, Llp, and Pricewaterhousecoopers.

Who are Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®'s colleagues at Wealthspire Advisors?

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®'s colleagues at Wealthspire Advisors include David Dickman, Pietro Messina, Cfp®, Anthony Cruz, Caia, Luke Smith, Cfp®, Aif®, and Sarah Emhardt.

How can I contact Chip Pyfer, J.D., Cfp®, Cpwa®, Cima®?

You can use AeroLeads to view verified contact signals for Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® attend?

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® holds Jd from Willamette University College Of Law.

What skills is Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® known for?

Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® is listed with skills including Wealth Management, Investment Advisory, Investment Management, Mergers, Start Ups, Private Equity, Alternative Investments, and Hedge Funds.

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