Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®

Executive Coach & Master Mentor

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. His ability to connect with individuals one-on-one and more prominent groups in his travels as an international public speaker offers an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy. Shipp’s straightforward approach is an unconventional but appreciated characteristic of his industry. He is dedicated to humanitarian efforts, as evidenced by his support to countless families who applied for and ultimately received the Aid & Attendance Veterans Benefit.

Shipp’s customized financial strategies, which focus on retirement planning and incorporate asset allocation, investment management, and wealth succession, are the basis for his repeated appearances on the CBS 6 show Virginia This Morning. He has also been featured in The New York Times, Forbes, Wall Street Journal, Barron’s, and US News & World Report for his knowledge and proven concepts.

“I plan with a passion so my clients can live with intention,” Shipp says. His clients’ success truly resonates with him when he works as a guide in developing a holistic plan that incorporates their whole financial picture.

Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®) designations. He is a master mentor and executive coach with Circle of Wealth® by MoneyTrax, a wealth planning organization nationally recognized for its unique financial planning approach and advanced training. In partnering with MoneyTrax, Shipp has trained top financial professionals across North America on the latest innovations in retirement planning for the 21st century.

With a degree in mathematics, Shipp’s ability to provide valid, verified, and logical strategies makes him the ‘go-to guy’ for any financial strategy or concept his clients consider. He verifies and mathematically backs up every approach and breaks it into manageable and understandable terms.

Jeremy Shipp resides in Richmond, Virginia, with his wife, Meagan, his daughter, Joy, and their two pups, Miss Hattie and Charlie the Pug. When he is not advising, teaching, or speaking, Shipp enjoys the outdoors, biohacking, and watching Buckeye football.

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