Building Towards Wealth

Helping Gen X & Gen Y Business Owners Make Smart Financial Decisions

President

Strategic Financial Group

Chicago-based wealth management practice providing financial planning to business owners.

Financial Planner & Wealth Advisor

Christopher Clepp Financial Solutions

Providing financial solutions to the Chicagoland area. We specialize in two areas.
1)Helping small business owners plan for the protection and growth of their business. 

2)Helping high-income earners, above find unique ways to protect and grow their income for retirement.

Owner

ASUREA

Area Manager, representing 60 Life, Disability, Mortgage Protection, Annuity and LTC carriers

Chicago Area Manager

Integrated Financial and Insurance Strategies

Opened and developed 4 insurance offices across the country

Specialized in insurance solutions for high-income earners and business owners.

Partner and Business Insurance Specialist

Promark Financial

Sales Manager

Marriott

Phone sales for their Vacation Club division

Team Leader

I am a native Chicagoan, father of 3 wonderful children, and a 20 year veteran of the financial services industry. 

-I am passionate about working with business owners who would benefit from having an objective partner in their financial lives.   
-I am trying to help my clients realize their best selves. We use financial tools to help them achieve the freedom, control, or time that they desire. 

How do I know if I'm a good fit?

-Business Owners between 35&55 who want to have the ability to make work optional

-Household income of at least $150,000

-People who want to delegate so you can spend more time with the people they care about and doing the things they love


What is the benefit of working with Chris?

-Create an easily understandable 1 page financial gameplan so you always know what the next steps we will take are

-Knowing there will be a day when you can make work optional so you can have a defined goal to work towards.

-Optimize insurance policies to maximize coverage and reduce costs.

-Proactive tax planning to minimize your lifetime tax bill

-Provide financial partnership and help solve your financial problems so you can focus on the most important things in life

 I love working out, cooking, bourbon and cigars. 


Please note: While I appreciate endorsements of my services, I cannot accept endorsements or recommendations on my LinkedIn profile, as these are considered a prohibited testimonial under SEC regulations.

I can be reached at (312) 850 3600 x16 or you can schedule at https://app.acuityscheduling.com/schedule.php?owner=12813504&appointmentType=1941784

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through the O.N. Investment Management Company

Christopher Clepp

Financial planning has a branding problem.

It’s been boxed into “retirement.”

But the real purpose is far more practical: it’s a roadmap to autonomy.

Autonomy means having the flexibility to walk away from a job that no longer serves you, pivot when your industry evolves, or say yes to opportunities without wondering whether the numbers will break your life.

If you’re a high earner who thinks planning doesn’t apply to you because retirement feels distant, ask yourself:

How stable is your field in the coming AI wave?

And if the landscape shifts, are you prepared—or exposed?

Planning isn’t about ending your career. It’s about protecting your ability to shape it.

President @ Building Towards Wealth | ChFC, Financial Planning, Wealth Management

If your business is thinking about growth, whether that means expanding into new regions, attracting international talent, or building a stronger global strategy, this upcoming session from Carl Kutsmode is worth your time.

Carl’s been advising executives and ownership teams on how to align vision, operations, and talent strategy for years. This webinar brings together those lessons in a practical way for leaders navigating expansion or transformation.

Plus, you get legal powerhouse SohYoon Atac and Togai Atac giving their great legal insights.

I’d highly encourage any founders, business owners, or growth-minded professionals in my network to register.

If you are an executive in a global company trying to make sense out your 2026 strategic plan for doing business in the US, then be sure to register for my upcoming webinar on Nov 12th below!  Registration link and video preview of our panel discussion topics are in the comments below. #globalbusiness #strategicplanning #usabusiness #ustariffs #usimmigration #b2b-vip #talentrise #praxialliance #praxi #aleroninc

Happy Thanksgiving from my family to yours!

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Honoring all that have served 🇺🇸


#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

A lot of high earners dismiss financial planning because they’re not thinking about retirement yet.

Here’s the truth:
Financial planning isn’t about retirement.

It’s about autonomy—having the ability to choose your next step without being handcuffed to your paycheck.

And with AI transforming industries faster than most people realize, autonomy matters more than ever. Even strong careers are facing uncertainty, and the professionals with a plan will be the ones who stay in control.

You don’t plan because things will go wrong.

You plan so that if the path changes, you’re not caught off guard.

If you value control, clarity, and optionality, you’re the exact person financial planning is built for.

Most people hear “financial planning” and immediately jump to “retirement planning.”
 
But retirement is only one version of the real goal: autonomy.
It’s about having control over your decisions so your career, your family, and your life aren’t dictated solely by money.
 
If you’re a high earner who says, “Financial planning isn’t for me—I’m nowhere near retiring,” it’s worth asking a different question:
 
Do I want to be able to make decisions without fear?
 
We’re heading into an era where AI is reshaping entire industries. Even talented, high-earning professionals may see their roles shift faster than expected.
 
Having a plan isn’t about predicting the future. It’s about preparing for a future that might look different from the one you assumed—and keeping your options open if the path changes.
 
Autonomy > retirement. Always.

🚀 Are You Running a Business or Just Owning a Job? 🚀

Many business owners get stuck working in their business instead of on it. They’re buried in daily tasks, leaving no time to grow or strategize.

The Fix?
✅ Create systems and processes to delegate effectively.
✅ Focus on building a scalable asset—not just income.
✅ Plan for the future with an exit strategy that works for you.

Pro Tip: Stop being the bottleneck in your business. Build systems that let your business run even when you’re not there.

https://lnkd.in/g2TqT_8V

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Open article: 5 Common Problems Business Owners Have by buildingtowardswealth.com

Long-Term Success Comes From Consistency

Success in financial planning, like anything in life, isn’t about one big decision—it’s about the habits built over time.

Small, consistent actions—whether it’s reviewing financial goals, planning ahead, or learning something new—lead to long-term results.

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

🚫 Not everything we hear about money is true.

There are plenty of financial myths out there. Some people think debt is always bad, or that investing is only for the wealthy. 

What’s a common money myth you used to believe?

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Wealth isn’t built overnight.

 It comes from consistent, intentional financial decisions over time. 

Understanding how different strategies work together—such as savings, investments, and risk management—can help create a strong foundation for long-term success. 

Every step forward, no matter how small, contributes to financial security. 🏗️📈

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

KnowledgeCity

🔹 Supporting B2B and SaaS clients invest in their workforce through Knowledge City's robust learning platform.
🔹 Proactively reaching out to ICP via cold calls to book demos and showcase our learning solutions.
🔹 Identifying the ICP, guiding them through the sales journey, and converting them into long-term partners.
🔹 Delivering turnkey results that align with organization's long-term goals.

Sales Account Executive

Self Employed

💰 Sales Coaching
☎️ 1:1 Sales Framework Consultation (Startups & Sales Professionals)
✍🏼 Ghostwriting for VCs, Founders & Startups on LinkedIn 
🚀 Personal Branding on LinkedIn & X 
📝 Educational Email Courses & Newsletters

Sales And Marketing Specialist

Intersys Ltd.

🔹Team Lead ($115K)
🔹Upselling & Closing
🔹Retaining Clients 
🔹Managing Big Clientele
🔹Empowering a Team of 8 Members
🔹Ensuring Team’s Success! 🚀

🌸 My expertise lies in project management, strategic planning, and delivering results that exceed expectations. Passionate about leadership and growth, I thrive on empowering my team to achieve their full potential.

Senior Vice President of Sales

🔹Began as a front salesperson for 18K then transitioned to being an up-seller in July with 20K. 
🔹My responsibility includes but not limited to providing professional services to clients, while retaining them. 
🔹As an up-seller, my vision is to not only rake in revenue for the company but to make our clients successful. 
🔹Collaborating with 50+ clients and keeping their needs at bay. 
🌸 Overachieving Every Month

Senior Manager

Solopreneur

Solopreneur | Copywriter | SEO | Content Writer | Email Copywriting - HMU for SaaS/SEO Content - Copy that Converts!

Copywriter

Crystallite Pakistan - (PVT) Limited

🔹Managed to close accounts worth $80K.
🔹Received certificates for being the over achiever.
🔹Demonstrated a motivated and positive viewpoint throughout.
🔹Dedicatedly catered to every client’s needs and enabled a personalized conversation.

Assistant Vice President Sales

Logicose

🔹Creating a liaison between teams and the global clientele 
🔹Bringing multiple clients on-boards in a day
🔹Cultivating communication between different teams
🔹From $15K-$30K Sales 
🔹Managing small to big projects by ensuring that expedition within deadline
🔹Maintaining a rapport with clients on a daily basis and ensuring satisfaction

Assistant Vice President

Senior Account Manager

Sassol - Digital Hub

- Creative Writing | Technical Writing | Content Strategist
- eBook write, design, edit, proofread
- Articles, Blogs, Press Releases, Product Descriptions, Reviews, Social Media Copywriting, LinkedIn Articles

Senior Content Writer

SkipTheDishes

-Experienced in tackling customer services issues and queries
-Determined in problem-solving with passion and apprehension
-Quick at understanding the needs of the customers and the employers
-Resolving and researching effectively the core of the issues 
-Fast-paced learner and flexible in adjusting to new needs and training
-Ability to deal with complex inquiries and independently solve concerns for our customers
-Experienced in multitasking

Care Specialist

BELLMTS

- Door-to-door selling mobility products
- Meeting customers and converting/pursuing them right then and there
- Established a loyal clientele

In-Home Consultant

Sears

-Full knowledge of till machine.
-Acknowledge customers with a smiling face and a convincing greeting posture.
-Experience in smile training.
-Experience of working in a pressurized and busy environment.
-Provide friendly, prompt and excellent customer service to avoid long line ups in a highly stressful environment along with answering queries related to retail and store services.
-Enhance marketing abilities by selling Sears Master cards and Credit cards to customers.
-Developed a convincing speaking ability and encouraged customers for purchasing more.
-Provide the store with plenty of add-ons every day.
-Built a strong and trustworthy relation with customers as well as co-employees and managers.
-Effectively communicate with the people coming in store and answer queries via telephone as well.
-Learned to solve customer’s problems with politeness and dedication.
-Provide prompt, efficient and courteous service and brainstormed solutions and performed the assigned duties and processed feedback in an optimistic way to reduce redundancies which improved problem solving skills.
-Learned to understand that customers are always right.
-Complete every day’s add-ons target with maximum number of sales.

Customer Service Representative

Senior Vice President at ABTACH LTD

💡 "Sales is not about selling. It’s about creating value. The best salespeople don’t just close deals, they solve problems."

Welcome to my space, fellas! A decade ago, I was knocking on doors, selling phone services to people who didn’t know they needed them. Today, I’ve built and led a high-performing sales team, managed revenue streams, and helped professionals refine their client acquisition strategies through result-oriented techniques.

Are you negotiating a contract, pitching an idea, or simply convincing a friend to try a new restaurant, or growing your personal brand? Sales is the answer to everything - it isn’t just a profession, it’s a life skill. Sales is embedded in everything we do. The ability to communicate and persuade is what sets top earners apart.

🔹 Why Sales is the Ultimate Skill:
✔️ Sales professionals are among the highest earners globally; top-performing salespeople make up to 150% more than their non-sales counterparts.
✔️ Mastering sales means mastering communication, persuasion, and confidence; skills that open doors in any industry.
✔️ Every successful entrepreneur, leader, and business owner is, at their core, a salesperson.

As a LinkedIn & X ghostwriter, I help sales professionals craft compelling content that attracts clients and builds authority. In today’s digital world, the best sales pitch isn’t always spoken, it’s written.

But sales isn’t just about conversations anymore. In today’s digital world, your words sell before you even speak. That’s why I’ve spent 7 years ghostwriting for professionals who want their content to attract leads, build authority, and drive results.

Who I Write For:
📌 Sales Professionals & Founders – Need a sales copy that converts? I help you write high-impact messaging that closes deals.
📌 Personal Brands on X & LinkedIn – Want to attract opportunities? I craft compelling content that positions you as an authority.
📌 Email Marketers & Business Owners – Struggling with engagement? I create email campaigns that nurture and convert.
📌 eBook Enthusiasts – Need a book that sells? I help turn ideas into marketable eBooks.

Knowledge is Best When Shared!
Understanding consumer psychology is the key to mastering sales. I help people unlock these insights through:

📩 Accelerate Your Sales Pitch (Newsletter) → https://neha-jalali.kit.com
📖 Sales Framework (Product) → DM "Templates"
📝 Writing Space (Articles) → medium@nehaishjay.com
💬 1:1 Sales Consultation → Send a DM!

If you’re in sales, business, or marketing, your words are your currency. Let’s work together to make sure they pay off. 🚀

taplio

The Battle

Christopher Clepp

Neha Jalali

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taplio

The Battle

Christopher Clepp

Neha Jalali

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Clepp's LinkedIn Performance

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