Investment Mgmt in Encino
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Encino - Investment Mgmt

Specialties: Financial Advisor -Investment/Portfolio Management


Judith Chipps
Senior Vice President - Investments - Merrill Lynch

My Merrill Lynch team, The CH Group, offers portfolio management, financial advice and retirement planning strategies to a select number of individuals, family groups and businesses.



    16830 Ventura Blvd
Encino, CA  91436-1707
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  Profession Investment Mgmt
  Specialty Financial Advisor -Investment/Portfolio Management
  Group M$A2 [H - EC] ~ ENC1
  Business Name Merrill Lynch
  Title Senior Vice President - Investments
  Address 16830 Ventura Blvd
Suite 601
Encino, CA 91436-1707
  Work Phone (818)528-7855
  Fax (818)287-8180
  Web Site www.fa.ml.com/TheCHGroup
  Member Since 1/2000
 
My goal is to deliver the vast resources of one of the world's largest wealth management firms with all the intimacy and personal service of a small boutique. My clients are individuals and their families, usually having between $1-15 million in investable assets, who were referred to me by other clients or by professionals. I often work with the 2nd and 3rd generation of a client's family who has come to rely on me as a partner for all of their major life events and financial decisions. My strength is in anticipating issues and providing solutions for risk or uncertainty in my clients' financial lives. My job is to worry for my clients so they don't have to.
 
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  Graduate Degrees UCLA, MBA
CFP
   
  College Degrees Smith College, A.B.
   
 


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