
Chip Stites
Investment Manager at Stites & Associates, LLC
GOAL – Help those in, and moving towards, retirement to create a safer, lower cost portfolio that increases their income annually with less risk. “What we don’t know, can hurt us!”
More than just finances, Chip can talk about building “a laughing retirement” because money is not the only thing you need to consider in retirement. He talks about both financial topics and living well in retirement as a process.
Your Best Retirement
· Creating a Wonderful Retirement
· Changing our mindset is internally driven
· The capstone of our lives is uphill not downhill
· Legacy
· Pleasure
Chip shares his lifetime of experience & knowledge about finances, economics, market cycles and generating income in his live, free online events and paid courses, and on his website:
www.thelaughingretirement.com.
FB: The Laughing Retirement Community.
Move forward with Chip and treat your listeners to lessons that
will help them achieve a laughing retirement.
- Retirement Expert
- Entrepreneur
- Writer
- Speaker
- 📍Rieti, Italy
read more
LET'S TALK ABOUT RETIREMENT
- Retirement Finances
- Retiring Abroad
- Investing in Retirement
- Emotional Preparedness
- Getting Rid of Financial Products
--
-2008 – Average client lost only 11.8% and had their money back the next year. Others lost upwards of 20%.
- Managed over $100 million of client assets.

BOOK NOW FOR your podcast
Chip Stites
Investment Manager at Stites & Associates, LLC
- Retirement Expert
- Entrepreneur
- Writer
- Speaker
- 📍Rieti, Italy
GOAL – Help those in, and moving towards, retirement to create a safer, lower cost portfolio that increases their income annually with less risk. “What we don’t know, can hurt us!”
More than just finances, Chip can talk about building “a laughing retirement” because money is not the only thing you need to consider in retirement. He talks about both financial topics and living well in retirement as a process.
Your Best Retirement
· Creating a Wonderful Retirement
· Changing our mindset is internally driven
· The capstone of our lives is uphill not downhill
· Legacy
· Pleasure
Chip shares his lifetime of experience & knowledge about finances, economics, market cycles and generating income in his live, free online events and paid courses, and on his website:
www.thelaughingretirement.com.
FB: The Laughing Retirement Community.
Move forward with Chip and treat your listeners to lessons that
will help them achieve a laughing retirement.
read more
LET'S TALK ABOUT RETIREMENT
- Retirement Finances
- Retiring Abroad
- Investing in Retirement
- Emotional Preparedness
- Getting Rid of Financial Products
--
-2008 – Average client lost only 11.8% and had their money back the next year. Others lost upwards of 20%.
- Managed over $100 million of client assets.
BOOK NOW FOR your podcast
Chip Stites
Independent Investment Manager – 35+ years’ experience.
- 📍Rieti, Italy
- Retirement Expert
- Entrepreneur
- Writer
- Speaker
GOAL – Help those in, and moving towards, retirement to create a safer, lower cost portfolio that increases their income annually with less risk. “What we don’t know, can hurt us!”
More than just finances, Chip can talk about building “a laughing retirement” because money is not the only thing you need to consider in retirement. He talks about both financial topics and living well in retirement as a process.
Your Best Retirement
· Creating a Wonderful Retirement
· Changing our mindset is internally driven
· The capstone of our lives is uphill not downhill
· Legacy
· Pleasure
Chip shares his lifetime of experience & knowledge about finances, economics, market cycles and generating income in his live, free online events and paid courses, and on his website:
www.thelaughingretirement.com.
FB: The Laughing Retirement Community.
Move forward with Chip and treat your listeners to lessons that
will help them achieve a laughing retirement.
read more
LET'S TALK ABOUT RETIREMENT
- Retirement Finances
- Retiring Abroad
- Investing in Retirement
- Emotional Preparedness
- Getting Rid of Financial Products
--
-2008 – Average client lost only 11.8% and had their money back the next year. Others lost upwards of 20%.
- Managed over $100 million of client assets.
As seen on
Timeline
1993 - 2018
CFP
Retired Registered Investment Advisor (RIA)
Retired Certified Financial Planner®
1985 - 2018
Stites & Associates, LLC
Investment Manager
Chip started again selling insurance door to door to get a job. Agencies & Brokers don’t like to hire people who don’t know anyone in town. So, I had to sell insurance – great story here! Still didn’t like insurance. Added my stockbrokers’ licenses.
Register Representative 1987.
Series 7, 65 – (1987)
Series 24, 53, 66 – (1994 – 1995)
1994 - 1996
United New Mexico Bank
Sr VP Investment Management – Trust Department
1983 - 1984
Moved to Albuquerque, NM
1982 - 1987
Began Selling Insurance
In the coal fields of West Virginia, Chip started selling insurance door to door. He didn’t like Insurance, and saw the desperate need for financial education and good services.
Ask me
What are you doing differently than other CFPs? |
How to Get a Raise Every Year While Never Withdrawing Your Portfolio. |
About the SIX WORDS you need to know to effectively talk with your financial advisor. |
Why investing is as easy as PIE®? |
About the THREE SECRETS to retire with less effort and time, but with more money. |