Selected One of America's Top Financial Planners in 2005* by the Consumer Research Council of America!

Charles " Chip" Chelf , CFP® is a well known financial planner in the Baltimore and Annapolis areas. In 1998 Chip started his career with John Hancock Financial Services and found his niche working with retirees from Fortune 500 companies. He has since been teaching investors age 55+ strategies to preserve assets, increase their income, and reduce the taxes that they pay. Over the years he has done several financial seminars which have been widely attended by folks who have pension buyout and 401k rollover questions. His commitment and service to his clients are what make him a standout! Beginning in 2007, Chip plans to pursue the CFA designation, so wish him luck!

Chelf Asset Management is a full service financial planning firm providing financial services which include:

Investment Management
Annuity Advice
Long Term Care Planning
Life Insurance Planning
Health Insurance Planning
Mortgage Services

Chip is a devoted father that loves to spend time with wife Courtney, daughter Carley, and sons Chase and Connor. In his spare time, he is a volunteer with the Dyslexia Tutoring Program. The Chelfs are also contributors to several local charities which include:

The American Cancer Society
The Maryland Salem Children's Trust
The National Children's Center




* Selected using a point system for criteria deemed to be valuable: experience, training, professional association and financial certification. Year ending December 31, 2005.

 

 

9621 Harford Road, First Floor, Baltimore, MD 21234
Telephone 410-663-0700     Fax 410-663-6700

Securities and advisory services
offered through National Planning Corporation (NPC)
Member NASD/SIPC, a Registered Investment Advisor.

Chelf Asset Management/Senior Resources Inc. and NPC
are separate and unrelated companies.
See home page for a complete disclosure statement.