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Crystal Wipperfurth, CFP®, CRPC®

Wealth Advisor

608.416.4402 | crystal.wipperfurth@belr.com

Crystal joined Bronfman Rothschild in 2017 and brings 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. In cultivating strong relationships with each client, she strives to consider all aspects of a client’s life in order to offer the most thorough advice. She also serves as a member of Bronfman Rothschild’s Financial Planning Committee, which creates internal guidance and support for the firm’s advisors in implementing ongoing planning best practices.

Specific experience

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

Industry Involvement

  • CRPC® professional
  • CFP® professional

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.