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Listening to You, Guiding Your Wealth


Personalized financial strategies with unwavering honesty and integrity.


Financial<br/>Planning

Financial
Planning

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Retirement<br/>Planning

Retirement
Planning

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Investment Management

Investment Management

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Insurance<br/>Planning

Insurance
Planning

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Make Your Financial Plan Work For You

At Calm Water Financial, we are dedicated to helping you pursue your financial goals with tailored strategies and comprehensive planning. Our services encompass investment management, retirement planning, tax optimization, estate planning, and insurance solutions, all designed to provide a holistic approach to your financial well-being. Trust us to be your partners in working towards financial freedom.

Jeff Filipek, CRPC&#174;

Jeff Filipek, CRPC®

Jeff Filipek, CRPC®, is a dedicated financial advisor with Calm Water Financial based in White Bear Lake, MN, bringing over 37 years of experience.

Our Process

Our Process

Our process is designed to ensure that every step of the way, you feel heard, informed, and confident in the decisions we make together.

"Financial freedom is available to those who learn about it and work for it.

- Robert Kiyosaki

Knowledge Is Power

We believe that an informed client is a confident one. Visit the Resource Center to access the insights and tools you need to take control of your financial future.

Weekly Market Commentary

Thoughtful insight on market news.

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Resource Library

Curated articles, videos, and more for a financially savvier you.

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LPL Research

Stay informed with the latest insights from LPL Research's thought leaders. 

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