helping companies to win the recruiting and retention war through their retirement benefits @ CLA (CliftonLarsonAllen)
Denver, Colorado, United States
Chip Logan, AIF®, CFP®, CRPS®
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University of Colorado Boulder
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FlashIntel GPTChip Logan, AIF(r), CFP(r), CRPS(r), is a highly experienced retirement plan consultant with over 35 years of work experience. He specializes in providing retirement plan consulting services to corporate, not-for-profit, and governmental clients. Chip is skilled in various areas such as fiduciary protection, IRA, portfolio management, estate planning, and life insurance. He is also knowledgeable in strategic financial planning, insurance, mutual funds, series 63, retirement, employee benefits, long term care insurance, and non-qualified deferred compensation. Chip has held senior positions at reputable companies such as CLA, Mesirow, RetireAssist, Merrill Lynch, UBS, and GE.
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Emails and Phone Numbers
About
I provide retirement plan consulting services to corporate, not-for-profit and governmental clients. In addition, I am responsible for the development of creative and innovative solutions for qualified retirement plan sponsors and participants. Making 401(k)s highly effective and easy to manage while championing employee retirement readiness.
Work Experience
helping companies to win the recruiting and retention war through their retirement benefits
Senior Plan Consultant | Retirement Plan Services
Accounting
Chip Logan, AIF®, CFP®, CRPS®'s Professional Milestones
- Founder And Managing Principal (2012-04-01~2018-11-01): grew the company's stock and set new benchmarks for financial success.
- Executive Director, Head Of Mountain Regional Consulting Center (2007-01-01~2007-11-01): Driving strategic initiatives, establishing a strong presence in the mountain region, and achieving excellence in business management.
Education
Economics And Communications
1984-1988Skill
Retirement Plan Consulting
Fiduciary Protection
Erisa
401k
Portfolio Management
Estate Planning
Life Insurance
Wealth Management
Strategic Financial Planning
Insurance
Mutual Funds
Series 63
Retirement
Employee Benefits
Long Term Care Insurance
Non Qualified Deferred Compensation
Wealth Management Services
Retirement Plan Practice Management
Retirement Planning
Certification
Colleagues
Dennis Schleper
retired owner - cla cliftonlarsonallen
Jason Lindgren
IT Service Management Analyst | Change Management Problem Management Support | Readiness Application Owner
Jennifer Cherpock
Owner
Gabbi Steffensmeier
Product Owner
Sean Hastings
health care | consulting & accounting solutions team at cla | business owner | health coach
Other Named Chip Logan, AIF®, CFP®, CRPS®
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Chip Logan, AIF®, CFP®, CRPS® works for CLA (CliftonLarsonAllen)
Chip Logan, AIF®, CFP®, CRPS®'s role in CLA (CliftonLarsonAllen) is helping companies to win the recruiting and retention war through their retirement benefits
Chip Logan, AIF®, CFP®, CRPS® works in the industry of Accounting
Chip Logan, AIF®, CFP®, CRPS®'s colleagues are Dennis Schleper,Jason Lindgren,Jennifer Cherpock
Chip Logan, AIF®, CFP®, CRPS®'s latest job experience is helping companies to win the recruiting and retention war through their retirement benefits at CLA (CliftonLarsonAllen)
Chip Logan, AIF®, CFP®, CRPS®'s latest education in University of Colorado Boulder
