Team | Steve Schippel
Steve joined Belpointe in 2016 as a Senior Advisor. Steve began his career in financial planning with American Express Financial Advisors Inc.(formerly IDS Financial Services) in 1984. He was recognized as the top financial planner among 1,200 first-year American Express planners in the country. Shortly after that, Steve became a training manager and was quickly promoted to District Manager in 1985. He held that position for 2 1/2 years. In 1987, he was appointed Division Vice-President in OrangeCounty, California and served in this capacity for 5 years. He supervised over 100 financial planners and staff who served 14,000 clients. Steve did extensive training across the country for American Express Financial Advisors to share his successful strategies and procedures.He received the top leader award for 5 consecutive years from 1988-1992.
He then decided to return to private practice in early 1993 and at the end of his first year, became the top financial advisor in the Washington, D.C./Baltimore Market Group and maintained that level for four consecutive years. He has built his business by providing comprehensive financial planning advice to his clients with major emphasis on estate planning, retirement planning and asset allocation(investment planning.) Steve was recognized in the top 1% of the company’s 10,000 planners for quality of financial planning and asset management. After years of advocating the needs of clients with the senior management of American Express, Steve left and founded Schippel Consulting, LLC, which now offers advisory services through Belpointe.
Steve has passed his NASD Series 24, 6, 7, 22, 63, 65 examinations. In 2006, Steve earned the Certified Senior Advisor(CSA)® designation. He has maintained his continuing education credits by attending and teaching advanced training sessions in retirement planning, estate planning, and planning for seniors. He is also a licensed Life, Health and Annuities producer. Steve is currently registered as an investment advisor representative of Belpointe Asset Management, LLC and is an insurance producer for Belpointe Insurance, LLC.
Steve provides investment advice and financial planning to clients through Belpointe Asset Management, LLC, and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.