Certified Financial Planner™
Accredited Asset Management Specialist℠
Accredited Investment Fiduciary
BIOGRAPHY
Michael currently serves as a Senior Financial Advisor, where he works directly with clients to help them achieve their financial goals and objectives. Michael and his team focus on multiple areas including cash flow planning, tax planning, investment planning, estate planning, and insurance planning to provide comprehensive advice and strategies to his clients.
Prior to joining Pure, Michael graduated from the University of San Diego then worked for 5 years at a large brokerage firm providing his clients with financial planning and asset management solutions. During that time, Michael obtained the Series 7, 63, and 66 securities licenses as well as the Accredited Asset Management SpecialistSM and CERTIFIED FINANCIAL PLANNER™ certifications.
Outside of the office, Michael enjoys spending time with his family and friends. Being a native of San Diego, he also enjoys riding his motorcycle, playing golf, and supporting the Padres.
Michael's Latest Contributions
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 […]
With the start of a new year, now is a great time to focus on ways to improve your finances in 2023. Pure’s Associate Advisor, Michael Chipperfield, CFP®, AIF® talks about plans and strategies to improve your financial health. FREE GUIDE | Financial New Year’s Resolutions: Tips for Getting Your Finances in Order
