Fee-Based Comprehensive Financial Planning
Your Financial Partners for Life

Jeffrey R. Lippman, CFP®, ChFC

Jeffrey R. Lippman, CFP®, ChFC


"I love the look of relief on the faces of our clients (every time) when they discover the spectrum of services we offer. There is nothing like seeing a person evolve from feeling financially insecure to feeling financially confident."

Jeffrey received his Bachelor of Science degree from Ithaca College in 1997 and then participated in graduate studies at Johns Hopkins University studying business management. He is a Certified Financial Planner, a Chartered Financial Consultant, and a member of the Financial Planning Association. Jeffrey began his career with MAMSI Health Plans in 1999 working with small businesses to adapt and implement benefit packages for their employees. In 2006, he affiliated with the MassMutual Financial Group as a Financial Advisor until July 2011 when he joined the Capitol Financial Consultants team as a financial planning associate. Jeffrey has previously served as President of his homeowners association.

ON A MORE PERSONAL NOTE: "I love being active, especially outdoors. Hiking, SCUBA diving, boating -especially boating. Add in some wine tasting and the occasional game of golf, and that about covers it! "