Broker Check

Team

 

Stephen J. Kipp, MBA, PFP

President & CEO, Principal Wealth Advisor

(805) 650-7654

(805) 650-0389

As President & CEO of Kipp Financial Group, Stephen Kipp leads a talented team of professionals dedicated to making client goals the center of our universe. With more than forty-five years of combined professional experience, he has a...

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James E. Eckley, II

Strategic Wealth Advisor, Vice President Risk Management

(805) 650-7654

(805) 650-0389

Jim Eckley brings over 30 years of experience in the financial services industry to Kipp Financial Group. Prior to his current position, Jim served as Regional Vice President of 2 Fortune 100 Financial Services Companies, with a focus...

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Michael A. Anderson, MBA, CFP ©

V.P Financial Planning, Wealth Advisor

Mike is a vital member of Kipp Financial Group’s team of professionals dedicated to making client goals the center of our universe. He earned his professional designation of CFP through CSU San Francisco. With a Master of...

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As Chief Administrative Officer and Executive Vice President, and Chief Compliance officer for the firm, Julie is responsible for overseeing the everyday activities of our office. Her 35 years of management experience and skills enable...

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William A. Brelih, MBA

Vice President-Corporate Planning

(805) 650-7654

(805) 650-0389

Bill is our Vice President of Corporate Planning. He works directly with Stephen as corporate consultant for strategic planning, and helps guide the vision and growth of our company. Bill joined us in 1995, after working for more than...

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Kathy A. Smith

V.P. Operations Senior Client Services Manager

(805) 650-7654

(805) 650-0389

Kathy is the Vice President of Operations and Senior Client Services Manager. She is responsible for assisting you with all aspects of our service. She is your liaison with the various investment and/or insurance companies selected on...

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Pat Zanuzoski

V.P. Business Development and Client Communications

(805) 650-7654

(805) 650-0389

Pat Zanuzoski, joined our team as our Marketing/Business Development Manager and was promoted to Vice President Business Development and Client Communications as our company began its expansion. A big title for such a tiny frame, but...

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