Team | Steve Schippel

Steve Schippel is currently registered as an investment advisor representative of Belpointe Asset Management, LLC and is an insurance producer for Belpointe Insurance, LLC.  He provides comprehensive financial planning advice to his clients with a major emphasis on estate planning, retirement planning, and asset allocation (investment planning). Before founding Schippel Consulting, LLC, Steve was in private wealth management and also served as the Division Vice President in Orange County, California where he supervised over 100 financial planners and staff who served 14,000 clients.  Steve has passed his NASD Series 24, 6, 7, 22, 63, 65 examinations.  He is also a licensed Life, Health and Annuities producer.

 

Contact:

steve.schippel@belpointewealth.com