Chip Rathmell

As a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst, and a second-generation member of the Morgan Stanley Smith Barney family, Chip has been helping clients create, build, and preserve wealth since 1993. A Vice President and Senior Investment Management Consultant; he develops and implements financial plans for clients using risk and goal analysis, and asset allocation. Chip builds investment portfolios using an array of investment vehicles including institutional money managers, fixed income securities, equity securities, mutual funds, annuities, life insurance, and alternative investments. He focuses on retirement planning for business owners and wealthy individuals. In addition to having access to Morgan Stanley’s state-of-the-art resources and capabilities; Chip has access to world class economic analysts, as well as, tax and estate planning specialists. These resources allow him to assist investors in making educated and timely financial decisions. Chip has extensive training and experience in analyzing individual financial situations. This gives him the ability to recommend a plan of action to help investors meet their near and long-term goals. He enjoys sharing his knowledge through seminars given to business groups, clubs, and other organizations. Chip has been featured on KRLA radio discussing personal finances.  


Education, Licensing, and Training
California State University, Fullerton
Bachelor of Arts Degree - Business Administration 1986
College for Financial Planning
CFP® Professional Education Program
The Wharton School at the University of Pennsylvania
Critical Elements of Consulting
Senior Consultants’ Program
Investment Management Consultants Association Certified Investment Management Analyst Designation (CIMA®)
Series 7 General Securities Representative/ Series 65 Registered Investment Advisor Representative

Series 3 National Commodity Futures/ Series 63 Uniform Securities Agent State Law
NYSE, NASD, ASE, CBOE, PSE

State Registrations - AZ, CA, CO, CT, FL, GA, ID, IL, KS, ME, MN, MO, NC, NE, NJ, NM, OK, OR, TX, UT, VA, WA
California State Life and Disability Insurance, and Variable Annuity Licenses
California Insurance License #0B34933
Non-resident insurance licenses AZ, CO, FL, TX

Professional/ Community Associations
Investment Management Consultants Association (IMCA)
CSU Fullerton College of Business and Economics Executive Council
Team-Up for Down Syndrome Advisory Board
Miracle League of North Orange County
Intervention Center for Early Childhood (ICEC) board member

Interests and Hobbies

Chip enjoys many family oriented activities including participating in charitable events, coaching Miracle League baseball, fishing, nature photography, mountain biking, and woodworking.

Philosophy

“The goal of The Rathmell Muirhead Group at Morgan Stanley Smith Barney is to establish a multi-generational relationship with our clients where we build and implement a comprehensive financial plan that not only helps to provide a lifetime of security for our clients, but also preserves a legacy to pass on to their heirs with as minimal intrusion by estate and income taxes as possible.”

For more information contact Amanda Leon at: (657) 278-7918.

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