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Jeremy Shipp
Financial Educator

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded advice. His ability to connect with individuals one-on-one, as well as larger groups in his travels as a national public speaker, provide an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy. Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry. He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s Benefit.
Shipp’s customized financial strategies which incorporate asset allocation, financial management, retirement planning, and wealth succession, are the basis for his repeated appearances on CBS. He has also been featured in Forbes, Wall Street Journal, US News & World Report, The Street, and Yahoo! Finance, for his knowledgeable and proven concepts.
He enjoys sharing his wealth of knowledge with others, and has found a knack in providing e-learning to people across the country through educational shorts on several social media outlets.
Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®) designations. He is a master mentor and sits on the advisory council for MoneyTrax, a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training.

To contact Jeremy Shipp's office in Glen Allen, VA you can call (804) 372-7337.

Recent posts

Financial Planning for Retirement, now on Curious.com

I'm thrilled to share my newest lesson, Financial Planning for Retirement.

Financial planner Jeremy Shipp discusses the real numbers that retirees will face in the coming years, and all the factors that go into figuring those numbers.

Let me know what you think of the lesson. And remember, I'm here if you have any questions!

Jeremy Shipp


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