Barbara Wipf, CFA

Barbara joined Plan 4 Financial in October 2025 as a Client Services Manager, returning to the investment advisory field after an extended career break. With many years of experience on the institutional side of the investment business and recent work with several non-profits in treasury and leadership roles. She is now a Wealth Advisor after passing her Series 7 and Series 66 exams, registrations held through LPL Financial, and is now a wealth advisor supporting our financial planning team. She’s excited to bring a personal perspective to investing and to work with the Plan 4 team to help individuals and families work toward their savings goals. 

Before joining Plan 4, Barbara worked as a Vice President and high yield analyst at State Street Research and as an investment analyst in the Fixed Income Division at Fidelity Management & Research Company. She earned her Bachelor of Arts in History from the University of Virginia in 1992 and her MBA in Finance from Columbia Business School in 2000.