Chip Stapleton is a FINRA Series 7 and Series 66 license holder and CFA Level II candidate. He currently holds a Life, Accident and Health Insurance license from the state of Indiana.
As a Financial Advisor, Chip built a practice helping individuals and businesses achieve their financial goals. He has trained, developed and supported new financial advisors to build their own practices and help their clients achieve their goals. His experience includes 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 transitioned into his current financial analyst position on the Business Transition & Succession team at Perkins & Co, where he serves as the analytical engine behind helping business owners address three key (and often conflicting) interests in selling their business: the business, the business owner and the owner’s family.
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