Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Advisor, Principal, San Rafael
Financial planning is a lot like a successful rocket ship; safely arriving at its destination is largely determined by the prudent and precise decisions made well before leaving the launch pad. -Chip Pyfer
Ask anyone who has met Chip Pyfer and they’ll likely describe him as welcoming, gregarious, and dedicated to his clients. Chip has held positions in several high-profile investment advisory and tax firms and at Private Ocean he brings an extensive background in family wealth and independent financial planning, investment management, executive compensation, retirement planning, and risk management analysis. He also has a deep working knowledge of portfolio optimization and concentrated equity positions.
Chip enjoys building personal relationships with his clients and in listening to their unique experiences he is able to focus on finding the right planning solutions to help improve outcomes. His mission is to understand the client’s past, present and future so that their personal financial plan supports them as they experience a rich and fulfilling life.
Chip is “all-in” when it comes to working with his clients and helping them plan for their future. He’s also “all-in” when he’s off the clock too, whether he’s planning his summer adventure vacation with his family or gearing up for one of his incredible annual mountaineering challenges.
- JD, Willamette University College of Law
- BA, University of Oregon
Community & Affiliations:
- Investment Committee, Redwoods Retirement Community (2012-present)
- Past board member of Boys & Girls Club of Marin and Southern Sonoma (2010-2013)
- Past board member of The Guardsmen (2006-2009)
What colleagues say about Chip:
“Chip always puts the needs of clients first. A true advocate for their best interest, he’s constantly learning and seeking to find new ways to improve or add value to client situations. A diligent and careful thinker, Chip’s advice is always well researched, heartfelt, expertly delivered, and efficiently implemented.”