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Crystal Wipperfurth, CFP®, CRPC®

Wealth Advisor

608.416.4402 | crystal.wipperfurth@belr.com

Crystal has been in the financial services industry since 2011 and joined Bronfman Rothschild in 2017, bringing experience as both an advisor and a client service associate. Crystal utilizes a comprehensive approach to wealth management that ensures client portfolios are properly aligned with both their current risk tolerance and long-term goals. Her priority is to build deep relationships with clients so she can communicate in ways that are relatable and clear. She values being approachable, making her a strong personal advocate for all her clients.

Specific experience

  • Advisor, Wells Fargo
  • Registered Client Service Associate, UBS Financial Services

Industry Involvement

  • CFP® professional
  • CRPC® professional
  • Financial Planning Association (FPA), member
  • Madison Estate Council, member

Community Involvement

  • JOIN Janesville, member
  • OutReach, Inc., Board Secretary
  • Special Olympics of Wisconsin, volunteer
  • Gift of Adoption, Wisconsin Chapter, volunteer
  • SecureFutures, volunteer
  • Schools of Hope, volunteer

Education

  • University of Wisconsin, Whitewater, BBA, Finance, summa cum laude
  • University of Wisconsin, Whitewater, MBA
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELOR SM and CRPC® are registered service marks of the College for Financial Planning®.