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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.
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