CERTIFIED FINANCIAL PLANNER® certification
Accredited Asset Management Specialist℠
Accredited Investment Fiduciary
BIOGRAPHY
Michael currently serves as a Senior Financial Advisor, working closely with clients to help them achieve their financial goals and objectives. Michael and his team focus on comprehensive financial planning, including cash flow planning, tax planning, investment planning, estate planning, and insurance planning, to provide thoughtful strategies tailored to each client’s needs.
Michael is a graduate of the University of San Diego and spent five years working at a large brokerage firm prior to joining Pure, where he provided financial planning and asset management solutions. During that time, he earned the Series 7, 63, and 66 securities licenses, along with the Accredited Asset Management Specialist℠ designation and CERTIFIED FINANCIAL PLANNER® mark.
Outside of the office, Michael is married to his wife, Brooke, and together they have one son, Beau. They enjoy spending time together as a family, especially camping and being outdoors. A native of San Diego, Michael is also an avid supporter of the Padres.
Michael's Latest Contributions
Pure’s Senior Financial Advisor, Michael Chipperfield, CFP®, AIF®, provides six critical considerations for growing families who want to establish a stronger financial foundation. Transcript Here’s a jaw-dropping stat: it now costs over $300,000 on average to raise a child in the U.S. over 18 years.1 If you’re just becoming a parent or expecting, you’re entering […]
As year-end approaches, many look to maximize tax deductions through charitable giving. Donating highly appreciated assets, such as stocks or real estate, through a charitable remainder trust (CRT) is an effective strategy. Pure’s Financial Advisor, Michael, CFP®, AIF®, highlights how CRTs offer tax and estate planning benefits while allowing you to support a cause you […]
Are you equipped with the insights needed to meet your financial goals for the new year? Pure’s Financial Planner, Michael Chipperfield, CFP®, AIF®, reviews five helpful tips to pave the way to success in 2024. Build an Emergency Fund Plan to Pay Off High Interest Debt Track Your Expenses Increase Retirement Savings Revisit Investment Strategy […]
