Chris Cipolla
  Chris Cipolla

Chris Cipolla, CFP

“I am passionate about
helping people. It really
is that simple.”

Certified Financial Planner
Wealth Advisor

Contact Chris

Expertise

+ Financial Planning

This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams, and concerns too. I’ll analyze items like your financial statements, tax returns, cash flow and budget. From there we will create a plan of action that I will coach you through.

+ Investment Planning

Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools we ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.

+ Coordinated Communication

Similar to how sports teammates need to know what play has been called, all members of your team need to know your plan too. I will work with the applicable members of your team – the CPAs, Attorneys, Lenders – to make sure we’re working together on your behalf.

+ Financial Life Portal

Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.



See First Hand Our Client Portal Experience

+ Education

Knowledge truly is power. I consider the teaching aspect of my job the most important – whether that’s in a private client meeting or a larger educational event. My larger events have included discussions on current market observations, investing in your values, and general wealth concepts. I’m especially passionate about educating women about money – without all the jargon so that they can focus on living Financially Fearless. See the latest initiatives here.



Complete List of Services >

Accolades

3-Time Recipient of Five Star Professional’s Five Star Wealth Manager Award*

Five Star

About Chris

If Chris Cipolla had her way, she’d change her title from Financial Advisor to Financial Goals Coach.

Because she knows good coaches inspire you to work hard and make smart choices. They are effective communicators and skilled educators. They help you leverage all your skills and resources so you can achieve success. Which is precisely what she’ll do for you.

And, by the way, Chris is an athlete who played college volleyball, so she knows a thing or two about the importance of having a really good coach leading your team.

Chris is also a mom of 2 young boys who understands what it means to have a busy, demanding life. We’ve all got a lot of balls in the air, trying to juggle our jobs, caring for children, serving our community — all while preparing for the future. More >

"As a Certified Financial Planner™,
I am a fiduciary. Your interests
come first. All the time."

Upcoming Events

Sep

11

StrongHER Money – Living Financially Fearless

Wednesday, 6 PM
The Rack House Kitchen Wine Whiskey
Cottleville, MO

OCT

09

StrongHER Money – Living Financially Fearless

Wednesday, 6 PM
The Club
Birmingham, AL

OCT

24

StrongHER Money – Understanding Social Security & Medicare

Thursday, 6 PM
Bristol Seafood Grill
Creve Coeur, MO

NOV

13

StrongHER Money – A discussion about Long-Term Care

Wednesday, 6 PM
Bristol Seafood Grill
Creve Coeur, MO

Contact Chris

(314) 699-9244 DIRECT
ccipolla@rfgadvisory.com

Three City Place Drive
Suite 590
Creve Coeur, MO 63141

10777 Sunset Office Drive
Suite 300A
Sunset Hills, MO 63127

Get started on your journey to live your best life!