Jeremy Shipp

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

Executive Coach & Master Mentor

Jeremy 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, as well as larger groups in his travels as an international public speaker, provides an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy. Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry. He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s 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 Forbes, Wall Street Journal, Barron’s, US News & World Report, The Street, and Yahoo! Finance, for his knowledge and proven concepts.

“I plan with a passion so my clients can live with intention,” Shipp says the success of his clients is what truly resonates with him when working as a guide in developing a holistic plan that incorporates their full 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 for MoneyTrax, a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training. In partnering with MoneyTrax, Shipp has been able to train the 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 considered for his clients. He verifies and mathematically backs up every approach and breaks it down into easy and understandable terms.

Jeremy Shipp enjoys spending time with family when he is not advising, teaching, or speaking. Shipp also enjoys the outdoors, biohacking, golf, and watching Buckeye football. He grew up in central Ohio, where he resided until his relocation to the Richmond, Virginia area in 2010.


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