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FIRST FINANCIAL PL.16830 VENTURA BLVD.ENCINO,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Senior Vice President - Investments
Senior Vice President - Wealth Management
Assistant Vice President
BD Registered Client Associate
The CH group was founded with the goal of delivering the vast resources of one of the world’s largest wealth management firms with all the intimacy and personal service of a small boutique. Many of our clients are wealthy individuals and their families, usually having between $2-30 million in investable assets, who were referred to us by other clients or by professionals outside of our industry. Typically a client comes to us for professional advice and guidance due to a major change in their personal or family’s financial situation. Their needs have become more sophisticated and complex and they believe they could benefit from having an advocate in the process. By taking a holistic approach to the wealth management, wealth preservation and wealth transfer process, we aim to assist clients with every aspect of their financial lives. We work closely with their outside professionals to help ensure that their tax and estate planning activities are aligned with their personal and financial goals. The CH group is privileged to often be working with the 2nd and 3rd generation of a client's family. Sensitivity to client needs and conscientious attention to detail are the hallmarks of our group and we have received numerous awards for service excellence and financial advice. Recognizing the team's combined 100 years of investment experience at Merrill Lynch, our clients have come to rely on us as a resource for all of their major life events and financial decisions. Our goal is to educate our clients, simplify their lives and help them gain a better understanding of their financial situation. Our strength is in anticipating issues and providing strategies for risk or uncertainty in our client’s financial lives. Our job is to worry for our clients so they don’t have to.
The CH group is proud to have Judith Chipps, Senior Vice President-Wealth Management and Wealth Management Advisor, as the leader of the group. Judith has been an advisor with Merrill Lynch since 1979. She is a graduate of Smith College and received her MBA from UCLA. Judith is a CERTIFIED FINANCIAL PLANNER™ certificant, a certification awarded by the *Certified Financial Planner Board of Standards, Inc.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Judith Chipps is registered to do business in : AZ, CA, CT, FL, KS, MA, MD, MI, NC, NM, NV, NY, OK, OR, PA, TX, WA, WY
Alon Haim is registered to do business in : CA, NC, NJ, NV, SC
Jessie Chipps is registered to do business in : AZ, CA, CT, FL, KS, MA, MD, MI, NC, NM, NV, NY, OK, OR, PA, TX, WA, WY
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.