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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.

read more
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BOOK NOW FOR your podcast

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.

read more

BOOK NOW FOR your podcast

Chip Stites

Independent Investment Manager – 35+ years’ experience.

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

As seen on

Timeline

1993 - 2018

CFP

Retired Registered Investment Advisor (RIA)
Retired Certified Financial Planner®

1993 - 2018

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)

1985 - 2018

1994 - 1996

United New Mexico Bank

Sr VP Investment Management – Trust Department

1994 - 1996

1983 - 1984

Moved to Albuquerque, NM

1983 - 1984

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.

1982 - 1987

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.

Podcast agent: Anna W

anna@kitcaster.com