Andrew Eppes, Cfp®, Ricp® Email and Phone Number
Andrew Eppes, Cfp®, Ricp® work email
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Andrew Eppes, Cfp®, Ricp® personal email
Andrew Eppes, Cfp®, Ricp® phone numbers
I spent 5 years as a school teacher and football coach. I loved my work, but I worried about my family’s financial security. That’s why I decided to go out on my own and build a financial planning business. After 14 years in the financial service industry, I’ve noticed that families feel they're doing well. But they also have a feeling that something is missing.⭐ Now that they have kids, any decision will have a lasting impact on the entire family. ⭐ They're busy. Their priority is family and career, leaving little time to pursue financial clarity.⭐ They’re making good income, but they feel they're wasting something⭐ They’re doing something, like saving in a 401k, but they don’t have a clear “end game.” So, I decided to do things differently. ✅ HOW I WORK: I work on a fee-based, ongoing advice model. Together, we develop a written financial plan that addresses your specific objectives. Then we track your progress on an ongoing basis. ✅ WHO I WORK WITH:The Up-and-Comers: I work with EXCEPTIONAL young professionals and business owners. They have a drive to succeed. And they want to align their wealth building plan with their family’s unique vision. ⭐ Business Owners⭐ Sales Executives⭐ The Self-Employed ⭐ Corporate ClimbersNear Retirees: I work with those within 10 years of retirement. They want to know if they have enough saved, how and when to turn their assets into income, and how to protect themselves from a market decline. ✅ WHAT CAN YOU EXPECT: One thing I hear from our clients is I’ve opened their eyes to solutions they didn’t know existed. And that working with me gives them a feeling of ease and confidence in their financial lives. ✅ HOW IT WORKS: I start with a 15-minute call to find out if we are a good fit. If we are, we’ll get started working on your personal plan.
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Managing Partner - Nexus AdvisorsNexus Advisors Llc Jan 2018 - PresentDallas/Fort Worth AreaI joined the financial services industry in 2011 after gaining valuable experience as a schoolteacher and football coach. As a Managing Member at Nexus Advisors, I provide individualized financial guidance to families, business owners, entrepreneurs, and those approaching retirees. I take each client through a thorough financial review, get to know their specific financial goals, and carefully design a plan to help them get where they want to go.My focus is on helping clients make sound financial decisions to protect their family from financial risks and understand sound principles of retirement savings and income generation. Our team connects your life’s work to your family’s future by listening to what matters most and clarifying the complex. We thoughtfully develop integrated financial plans that provide wealth, security, and peace of mind, now and for generations to come. Learn more at nexusadvisorsllc.com
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Financial AdvisorBluecrest Financial Alliances May 2011 - PresentDallas, Tx -
Teacher/CoachLife Schools Aug 2009 - Jun 2011• Developed 8th Grade Social Studies curriculum to manifest success and stability for future Life School students and teachers. • Instituted a Civics program designed to introduce the concepts of a free society and build skills such as persuasive writing and oral arguments. • Mediate parental concerns through individual conferences and group seminars.• Manage the junior high athletic program by organizing and scheduling practices, transportation, games, and through actively building positive relationships with athletes and their parents. -
Teacher/CoachDel Valle Independent School District Aug 2006 - Aug 2009• Successfully improved the application of district-wide curriculum through student-centered learning activities and focusing students’ attention to broad themes in American History.• Selected by Administration to implement and lead programs directed at improving the quality of teaching on campus through group discussion following observations of fellow teachers.• Campus technology liaison: developed seminars to train teachers to implement technology in the classroom.• Coordinated athletic program through scheduling practices, evaluating talent, developing effective game plans, and organizing fundraisers. • Achieved a 97.6% passing rate and 32% commended rate on TAKS.
Andrew Eppes, Cfp®, Ricp® Skills
Andrew Eppes, Cfp®, Ricp® Education Details
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History; Uteach Liberal Arts Program
Frequently Asked Questions about Andrew Eppes, Cfp®, Ricp®
What company does Andrew Eppes, Cfp®, Ricp® work for?
Andrew Eppes, Cfp®, Ricp® works for Nexus Advisors Llc
What is Andrew Eppes, Cfp®, Ricp®'s role at the current company?
Andrew Eppes, Cfp®, Ricp®'s current role is Managing Partner, Financial Advisor at Nexus Advisors.
What is Andrew Eppes, Cfp®, Ricp®'s email address?
Andrew Eppes, Cfp®, Ricp®'s email address is an****@****dfw.com
What is Andrew Eppes, Cfp®, Ricp®'s direct phone number?
Andrew Eppes, Cfp®, Ricp®'s direct phone number is +121454*****
What schools did Andrew Eppes, Cfp®, Ricp® attend?
Andrew Eppes, Cfp®, Ricp® attended The University Of Texas At Austin.
What are some of Andrew Eppes, Cfp®, Ricp®'s interests?
Andrew Eppes, Cfp®, Ricp® has interest in Family, Church Activities, Water Skiing, Flag Football.
What skills is Andrew Eppes, Cfp®, Ricp® known for?
Andrew Eppes, Cfp®, Ricp® has skills like Investment Strategies, Financial Planning, Retirement Planning, Wealth Management, Tax Advantaged Investment Strategies.
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