portrait of Kip Schibli
FINANCIAL ADVISOR
Accepting New Clients
CallSend Me a Message

About Kip

I want you to make great choices with confidence and conviction, especially when it comes to your family, careers and lifestyle.

My mission is to help you organize, prioritize and plan your life, with a robust wealth strategy – so that you are free to be your best to support the values and lifestyles, as well as the family and communities, that you hold close to your heart.

As your financial advisor, I help you to assess risks and identify opportunities, so that you can make informed decisions. I commit to building a personal strategy to accommodate your evolving needs and...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews

Work History

  • Edward JonesFebruary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CFA®

    Chartered Financial Analyst®

Education

  • Boston UniversityBachelor of Arts

Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Music
  • History and Museums
  • Sustainability

Team Members

  • Joanne Despain
    Sr. Branch Office Administrator
  • Michele Hernandez
    Sr. Branch Office Administrator
    FPQP®
  • Max Honig
    Branch Office Administrator
  • Terri Swenson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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