Tripp LeFevre is a 25-year veteran of the industry, a Managing Director at Redwood Tax Specialists, an Investment Advisor Representative with Redwood Private Wealth, and a Retirement Income Certified Professional. Tripp has appeared on Fox, New England Cable News, and other national media outlets.
After graduating from Boston University in 1989, Tripp began his career in the financial services industry. He owned and operated an institutional trading company on the floor of the Boston Stock Exchange, served as a Research Specialist helping hedge funds with investment and trading strategies, and as Head Trader at a large successful Hedge Fund. Having worked with some of the most successful investors in the world, Tripp learned that they were less concerned with how much money they could make and more concerned with how much they could lose. He helped implement complex risk management plans so that, when markets didn’t behave as anticipated, they could “live to fight another day”.
Since transitioning away from the institutional trading world, Tripp has helped business owners high net worth individuals implement tax reduction and financial risk management strategies. Tripp also uses many of these very same strategies to help those approaching or already in retirement understand their individual risks and implement plans that vastly improve their overall probability of meeting their retirement goals.
LICENSES & ACCREDITATIONS
- Investment Advisor Representative
- Retirement Income Certified Professional (RICP®)
- Life & Health Licensed
- Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Estate Planning
- Tax Strategies
- Life Insurance
- Long Term Care