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David Teper is listed as Partner at Continuum Consulting Group at Continuum Consulting Group - Orange County, a company with 7 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at cox.net and a matched LinkedIn profile for David Teper.
David Teper previously worked as Partner at Continuum Consulting Group - Orange County and Sr. Account Executive at Global Software, Inc.. David Teper holds Bachelor Of Science (B.S.), Economics from Eastern Michigan University.
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Continuum Consulting Group is a boutique financial planning firm providing comprehensive financial planning services to individuals and businesses. Guided by our "Clients First" philosophy and our “Continuum Core Values,” we cater to those interested in a deeply rooted relationship and guidance through all of life’s stages. Our clients can expect unbiased advice, a structured financial planning process and to be treated fairly and with respect. A passion to help and to better our community is at the very foundation of our firm.Our vision is to guide our clients through the continuum of change as they pursue clarity and financial well being.With a successful business career, David has held senior-level management and sales positions with notable companies such as Esker Software, Aptelis, Inc., Global Software and National Gypsum Company. His responsibilities included developing comprehensive Sales and Marketing plans, training of new employees, running seminars, and trade show presentations. His core value of “Clients First” has always been at the cornerstone of his success. He is committed to enriching the lives of family, friends and clients in as many ways as possible. He believes that life is an ever-changing journey and to help others by “paying it forward”.David earned his Bachelor of Science degree from Eastern Michigan University and has been married for 27 years to Renay Teper and they have a 18 year old son.Education & Licensing•Bachelor of Science in Economics, Eastern Michigan University•California Insurance License•FINRA Series 7 Registration•FINRA Series 66 Registration
Listed skills include Strategic Financial Planning, Estate Planning, Wealth Management, and Strategic Thinking.
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Irvine, CA
David TeperPartner, Continuum Consulting Group18400 Von Karman Ave., Suite 400, Irvine, CA 92612949-623-1772david.teper@lfg.comwww.continuum-cg.comOur Mission: Guided by our “Clients First” philosophy, we cater to those interested in a deeply rooted relationship and guidance through all of life’s stages. A passion to help and better our community is at the.
Orange County, California Area
Global Software, Inc., The official author of the automation roadmap strategy for Microsoft Excel and the No. 1 provider of Microsoft Excel-based automation, analysis & reporting tools to the leading enterprise resource planning (ERP) platform SAP, Oracle, and dozens of others. Over 5,000 customers in 50 countries use our flagship, Spreadsheet server and.
Southern California
I am the marketing support representative that helps with everything from finding venues to helping the chapter grow its membership base.
Irvine
Other employees you can reach at continuum-cg.com. View company contacts for 7 employees →
Dan Koblin, Crpc, Aif
Colleague at Continuum Consulting Group - Orange County
Tustin, California, United States, United States
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CW
Christine Wayne
Colleague at Continuum Consulting Group - Orange County
Foothill Ranch, California, United States, United States
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JD
Jonathan D. Launder, Cfp®
Colleague at Continuum Consulting Group - Orange County
Irvine, California, United States, United States
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BW
Bill Wood, Cfp®
Colleague at Continuum Consulting Group - Orange County
Irvine, California, United States, United States
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DL
Daniel Leo, Cfp®
Colleague at Continuum Consulting Group - Orange County
Irvine, California, United States, United States
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CT
Christine Turner, Cfp®
Colleague at Continuum Consulting Group - Orange County
Yorba Linda, California, United States, United States
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Quick answers generated from the profile data available on this page.
David Teper works for Continuum Consulting Group - Orange County.
David Teper is listed as Partner at Continuum Consulting Group at Continuum Consulting Group - Orange County.
AeroLeads has found 1 work email signal at @cox.net for David Teper at Continuum Consulting Group - Orange County.
David Teper is based in Irvine, California, United States while working with Continuum Consulting Group - Orange County.
David Teper has worked for Continuum Consulting Group - Orange County, Global Software, Inc., Asug - Americas' Sap Users' Group, Obp/Aptelis, and Esker Document Delivery.
David Teper's colleagues at Continuum Consulting Group - Orange County include Dan Koblin, Crpc, Aif, Christine Wayne, Jonathan D. Launder, Cfp®, Bill Wood, Cfp®, and Daniel Leo, Cfp®.
You can use AeroLeads to view verified contact signals for David Teper at Continuum Consulting Group - Orange County, including work email, phone, and LinkedIn data when available.
David Teper holds Bachelor Of Science (B.S.), Economics from Eastern Michigan University.
David Teper is listed with skills including Strategic Financial Planning, Estate Planning, Wealth Management, and Strategic Thinking.
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