Charles Shipman
About
Charles Shipman is from Westport, Connecticut, United States. Charles is currently Founder, Managing Principal at Blue Keel Financial Planning, LLC, located in Westport, Connecticut, United States. In Charles's previous role as a Manager, Financial Reporting & Analysis at CBS Television Distribution, Charles worked in until Aug 2006.
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Charles Shipman's current jobs
Independent, fee-only Registered Investment Advisor (RIA) in Westport, CT providing financial planning and portfolio management services to professionals, small business owners and their families. Blue Keel uses tailored financial solutions while also educating clients to help them create and achieve their personal and professional financial goals at each stage of the wealth-building process. Services also include: cash flow planning, business consulting, retirement plans for small businesses, tax planning, succession planning, wealth transfer strategies, and estate planning.