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Client-driven Financial Ensemble Kipp Financial Group Invests in Community - Celebrating 20 years in business, cutting edge ensemble firm Kipp Financial Group, based in Ventura CA, was founded in 1989 as a client-driven company with the purpose of providing financial freedom through wealth management
Client-driven Financial Ensemble Kipp Financial Group Invests in Community

 

NewswireToday - /newswire/ - Ventura, CA, United States, 2009/04/02 - Celebrating 20 years in business, cutting edge ensemble firm Kipp Financial Group, based in Ventura CA, was founded in 1989 as a client-driven company with the purpose of providing financial freedom through wealth management.

   
 
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As the firm evolved, Stephen J. Kipp Founder and CEO of Kipp Financial Group infused a truly unique approach to the financial industry.

“We adopted a similar model as the Mayo Clinic. We look at the whole financial picture together, rather than singularly,” Kipp said. “Every aspect of their financial dealings is evaluated. We look at debt, risk and portfolio management as well as estate and tax planning to build financial freedom for our clients.”

Success has also come from helping others. In a struggling economy, Kipp Financial Group developed an innovative marketing plan which showcases small businesses and non profits in his firm’s advertising messaging. Businesses can highlight their name and product, while non-profits can advertise events and fundraisers inside Kipp’s radio spots.

With budgets slashed for advertising, and awareness decreasing, many businesses and nonprofit organizations have profited from Kipp’s generosity of providing radio time so their message can be heard on local airwaves.

“Kipp Financial Group has brought additional awareness to our firm and our work in estate law and mediation,” said Terri Hilliard, Esq. “In our case the radio commercial also highlighted our work with the Senior and Family Resource Group of Ventura County’s Conejo Valley in which we help senior citizens and families in transition.”

For Kipp Financial Group helping others seems to be working. Ensemble team member Randal Carson was promoted to Vice President of Portfolio Management; James Eckely is the firm’s new Vice President of Risk Management; and Cullen Crabbe has joined as Vice President of Debt Management to further enhance the firm’s ensemble approach to financial planning.

“Financial planning is so important to today’s individuals, especially during this period in time when the economy is prime for an upswing,” Kipp said.

 
 
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Client-driven Financial Ensemble Kipp Financial Group Invests in Community

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