C.G. Kip Widing
Senior Director, Wealth Management
Kip is a CFP® and Senior Director of Wealth Management at Choreo, where he helps high-net-worth clients navigate complex wealth strategies, including investment management, and estate planning, and tax-efficient portfolio solutions.
With extensive experience in wealth management, he is dedicated to helping clients achieve their life goals through strategic asset management and personalized financial planning.
Kip began his career in 2000 and has held key roles at leading institutions. Before joining Choreo, he was a Director of Wealth Advisory at BDO USA LLP, where he previously served as a Senior Wealth Manager, Wealth Manager and Financial Advisors. Earlier in his career, Kip was a Financial Consultant and later promoted to Branch Liaison at Wells Fargo Advisors, as well as Financial Advisor with McDonald Investments, the wealth management arm of Key Corp. Throughout his career, he has specialized in financial planning, portfolio management, risk analysis, and wealth preservation strategies.
In addition to his professional work, Kip is an active volunteer. He is a volunteer coach for UA Youth Football, member of the Broward County Ohio State University Alumni Association, and previously served on the Board of Directors for the Financial Planning Association of South Florida, sat on the Executive Leadership Committee for the South Florida American Heart Association Heart Ball, and was a past Committee member of the Florida Bar Grievance Committee.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Financial Planning Association, South Florida Chapter, Board Member
- Florida Bar, Seventeenth Judicial Circuit Grievance Committee 17 H
EDUCATION
- M.B.A., Ohio State University, The Graduate School (Max M. Fisher College of Business)
- B.B.A., Ohio University, College of Business, Finance
- B.S., Ohio University, College of Communication, Organizational Communication
