Erik O. Klumpp, CFP®, EA Chessie Advisors, LLC
About Erik O. Klumpp, CFP®, EA
A self-proclaimed pizza connoisseur and graduate of Indiana University, Erik O. Klumpp is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent that is passionate about helping others create and realize their American Dream. He believes that financial planning is a process and it requires a long-term relationship to be effective. In addition, unlike many “financial advisors” he believes that investment management is a piece of the financial planning puzzle, not the whole puzzle itself.
In over 17 years in the financial planning industry, he has counseled hundreds of clients from all walks of life, from automotive factory workers, teachers and engineers to high-level executives at some of the nation’s largest companies.
If you’re a teacher, engineer or young professional looking for a second opinion, need assistance figuring out your finances, or would like ongoing one-on-one guidance with your finances or investments, Chessie Advisors can help. Contact Erik at (248) 710-0503 or by email at email@example.com.
Based in Rochester Hills, Michigan, Erik works with clients in Metro Detroit and throughout Michigan. He also works virtually with clients all over the country.
He also provides income tax preparation and planning services through Chessie Tax, LLC and is co-founder and co-owner of the student loan tax preparation and planning service firm, Student Loan Tax Experts™.
When he’s not helping clients, he can be found at his wife’s school, cheering on the Troy Athens Red Hawks, at home playing with his sons, perfecting his homemade sourdough pizza dough recipe (he’s a self-proclaimed pizza connoisseur) or listening to Jimmy Buffet music.
He enjoys vacationing in Folly Beach, South Carolina and spending summer weekends at Indiana Lake in Northern Indiana. Erik is passionate about Indiana Hoosier basketball, Notre Dame football, the Detroit Tigers, and whichever sports teams his sons are on.
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- Educators, Teachers, and Academics
- Engineering Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly: $95+/mo + $1,000 upfront
- Hourly: $250+/hr
- AUM: 0.60%+