Ea Erik O. Klumpp

Ea Erik O. Klumpp Work

Founder and President, Certified Financial Planner™ (CFP®)

@ Chessie Advisors, LLC

C

Founder and President, Enrolled Agent (EA)

@ Chessie Tax, LLC

S

Co-Founder and Director of Tax Operations

@ Student Loan Tax Experts™

Ea Erik O. Klumpp Education

1999 - 2002 Bachelors in Finance

Indiana University - Kelley School of Business
1999 - 2002 Bachelor of Science in Finance

Indiana University Bloomington
1998 - 1999 Kettering University
1994 - 1998 Plymouth High School

Ea Erik O. Klumpp Skills

Wealth ManagementAsset AllocationInvestment AdvisoryInvestmentsRetirement PlanningStrategic Financial PlanningRetirementFinanceEstate PlanningInvestment StrategiesFinancial AdvisoryWealthHigh Net Worth IndividualsFinancial AnalysisInvestment ManagementEmployee BenefitsPortfolio ManagementPersonal Financial Planning401kTaxPersonal Income Tax ReturnsIncome Tax PreparationFinancial PlannersInsuranceSmall BusinessAsset ManagementLeadershipPublic SpeakingProject ManagementResearch

Ea Erik O. Klumpp Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Ea Erik O. Klumpp currently works at Chessie Advisors, LLC as Ea Erik O. Klumpp - Founder and President, Certified Financial Planner™ (CFP®) at Chessie Advisors, LLC.

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