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Chip Stapleton
Highlights
- Member of The Balance's Financial Review Board
- Has worked eight years in finance, with the majority spent in financial planning and wealth management
- He has experience with case design, product knowledge, investment analysis, investment recommendation, portfolio construction, asset management, financial statement analysis, business planning, and business exit strategies
Experience
Chip Stapleton is a Series 7 and Series 66 license holder, passed the CFA Level 1 exam, is a CFA Level 2 candidate, and holds a life, accident, and health insurance license in Indiana.
As a Financial Advisor, he built a practice helping individuals and businesses achieve their financial goals. Toward the end, he started focusing on helping business owners receive full value for their work upon exiting their business. He has also had the opportunity to train, develop, and support new advisors to build their own practices and help their clients achieve their goals. This included helping with case design, product knowledge, investment analysis, investment recommendation, portfolio construction, asset management, financial statement analysis, business planning, and business exit strategies.
As he continued learning more about business strategies and analysis, he discovered that instead of helping several businesses at arms length, he could have a greater impact helping one company at a much deeper level. That led to his current transition as a Financial Analyst at Perkins & Co. In his role there, he analyzes, models, and projects personal and business financial statements with a focus on maximizing transferable value for companies while helping the owners exit and move on to what's next.
Education
Chip received his Bachelor's in Saxophone and Physics from the Indiana University Jacobs School of Music in 2008. During his time there, he honed his mathematical and analytical skills. He received his Master's in Music Technology from Indiana University Purdue University—Indianapolis in 2010, where he was a Graduate Assistant.
Latest From Chip Stapleton
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Rule of Thumb: Should I Pay Off Debt or Invest for Retirement?
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In-Service Withdrawal
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The Best Bitcoin IRA Companies of 2022
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What's a Retirement Readiness Score?
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Investing Guide for Teens (and Parents)
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What Is a Mutual Fund Family?
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Can Cryptocurrency Help Bridge the Gender Wealth Gap?
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A Roth IRA is great, but some investments shouldn't be placed in one.
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What Is the Rule of 72?
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Risk Tolerance
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Tax Advantages of Series I Savings Bonds
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What Is a Self-Employed 401(k) Plan?
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What Is Indicator-Based Trading?
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Mutual Fund Core-and-Satellite Investing
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The Most Important Reasons to Consolidate Retirement Accounts
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What Is Multi-Asset Investing?