Jeremy Shipp, CFP, CLU, RICP, WMCP, financial advisor Richmond VA

Jeremy Shipp, CFP, CLU, RICP, WMCP

RC Planners

CRD Number: 6185268
Current Firm: Rcplanners
Compensation Model: Both

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.

“I live for the moments when I can present a client with a plan that incorporates the full picture.”  Shipp says the success of his clients is what truly resonates with him and brings him fulfillment in what he can provide to individuals and families.

Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), 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.

With a degree in Mathematics, Shipp’s ability to provide valid, verified, and logical strategies makes him the ‘go to guy’ for any financial strategy or concept considered for his clients.  He verifies and mathematically backs up every approach and breaks it down into easy and understandable terms.

Jeremy Shipp enjoys spending time with family when he is not advising, teaching, or speaking.  Shipp also enjoys the outdoors, biohacking, golf, and watching Buckeye football.  He grew up in central Ohio, where he resided until his relocation to the Richmond, Virginia area in 2010.

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Professional Designations
Company Name Location Dates Years
Retirement Capital Planners, LLC Glen Allen, VA Jul 2018 - Current 5
Harbor Wealth Advisors, LLC Glen Allen, VA Apr 2013 - Current 10
Moneytrax North America Inc. Vancouver, WA Jan 2021 - Jan 2023 2
Retirewise University Glen Allen, VA Oct 2018 - Aug 2021 2
O'dell, Winkfield, Roseman & Shipp, LLC Glen Allen, VA Mar 2015 - Mar 2019 4
Owrs Estate Services, LLC Glen Allen, VA Apr 2012 - Mar 2019 6
First Advisors National, LLC Richmond, VA Nov 2015 - Oct 2018 2
Corecap Advisors Richmond, VA Aug 2015 - Nov 2015 < 1
Redhawk Wealth Advisors, Inc. Richmond, VA Apr 2013 - Aug 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Jeremy D. Shipp, CFP, CLU, RICP, WMCP
By the Numbers
  • Total Assets Under Management
    66
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $118,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, MI, NC, PA, SC, VA

Firm Disclaimer:

Investment advisory services offered through Retirement Capital Planners, LLC, registered investment advisor.  

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