Chad Lippert
Senior Vice President, Financial Advisor at D.A. Davidson & Co.
- Role
- Senior Vice President, Financial Advisor Cfp, Cws, Cpfa at D.A. Davidson Companies
- Location
- Billings, MT, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President, Financial Advisor Cfp, Cws, Cpfa
May 1998 — Present
As a Certified Financial Planner™ professional, I primarily work in two specific areas. First, I work with company sponsored retirement plans providing consulting services for plan design, provider selection, monitoring and participant education. Second, I conduct a comprehensive wealth management process for individuals. This process includes using the resources available at Davidson and working with their team of professional advisors on retirement income strategies, estate planning, tax planning and charitable gift planning.
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